+134.5%
VSAT vs VEU
+190.9%
-56.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | +17.3% | +1.7% | +15.6% | +15.5% |
| 30D | -3.3% | +1.0% | -4.3% | -4.0% |
| 3M | +18.7% | +5.6% | +13.1% | +13.8% |
| 6M | +77.6% | +13.7% | +63.9% | +60.2% |
| YTD | +125.6% | +17.7% | +107.9% | +98.4% |
| 1Y | +158.3% | +25.8% | +132.5% | +115.6% |
| 3Y | +226.1% | +77.1% | +149.0% | +106.2% |
| 5Y | +54.7% | +57.1% | -2.5% | +9.3% |
| 10Y | +3.5% | +149.8% | -146.3% | -48.2% |
| All | +134.5% | +190.9% | -56.5% | -1.7% |
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