+1,205.2%
VST vs VEU
+147.4%
+1,057.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +4.5% |
| 7D | -0.5% | +0.8% | -1.3% | -1.4% |
| 30D | -17.1% | -1.6% | -15.4% | -15.6% |
| 3M | -4.6% | -4.2% | -0.4% | -0.2% |
| 6M | -9.1% | -1.5% | -7.6% | -7.3% |
| YTD | -16.6% | +11.7% | -28.3% | -24.9% |
| 1Y | -29.5% | +15.6% | -45.1% | -38.6% |
| 3Y | +297.5% | +71.7% | +225.8% | +145.2% |
| 5Y | +654.5% | +49.5% | +605.1% | +421.1% |
| 10Y | +1,205.2% | +145.6% | +1,059.6% | +510.4% |
| All | +1,205.2% | +147.4% | +1,057.8% | +510.4% |
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