+114.8%
VSAT vs VEU
+174.3%
-59.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.3% | -4.3% |
| 7D | +20.0% | +2.4% | +17.6% | +17.7% |
| 30D | +6.5% | -2.0% | +8.5% | +9.3% |
| 3M | -18.3% | -5.1% | -13.2% | -13.2% |
| 6M | +0.4% | -0.7% | +1.1% | +3.3% |
| YTD | +106.7% | +11.0% | +95.7% | +93.9% |
| 1Y | +89.9% | +12.4% | +77.5% | +76.8% |
| 3Y | +276.3% | +69.8% | +206.6% | +149.7% |
| 5Y | +32.9% | +48.2% | -15.3% | +0.4% |
| 10Y | -12.2% | +148.1% | -160.3% | -54.9% |
| All | +114.8% | +174.3% | -59.5% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling