+32.9%
VSAT vs VEU
+48.7%
-15.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.3% | -3.6% |
| 7D | +20.0% | +2.4% | +17.6% | +15.7% |
| 30D | +6.5% | -2.0% | +8.5% | +11.3% |
| 3M | -18.3% | -5.1% | -13.2% | -9.3% |
| 6M | +0.4% | -0.7% | +1.1% | +4.5% |
| YTD | +106.7% | +11.0% | +95.7% | +80.7% |
| 1Y | +89.9% | +12.4% | +77.5% | +63.6% |
| 3Y | +276.3% | +69.8% | +206.6% | +81.7% |
| 5Y | +32.9% | +48.2% | -15.3% | -32.3% |
| All | +32.9% | +48.7% | -15.7% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling