+111.1%
VSH vs VEU
+149.9%
-38.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.1% |
| 7D | +14.3% | +2.1% | +12.3% | +11.3% |
| 30D | -7.9% | -0.9% | -6.9% | -5.2% |
| 3M | -19.9% | -5.4% | -14.5% | -11.1% |
| 6M | -30.5% | -1.8% | -28.7% | -25.1% |
| YTD | +85.7% | +10.9% | +74.7% | +68.9% |
| 1Y | +98.9% | +13.6% | +85.4% | +75.5% |
| 3Y | +32.1% | +69.3% | -37.2% | -31.2% |
| 5Y | +39.7% | +48.1% | -8.4% | -11.9% |
| All | +111.1% | +149.9% | -38.7% | -29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling