+608.4%
VST vs VEU
+47.6%
+560.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.0% |
| 7D | +6.6% | +2.1% | +4.5% | +4.3% |
| 30D | -12.4% | -0.9% | -11.5% | -11.5% |
| 3M | -9.0% | -5.4% | -3.6% | -3.2% |
| 6M | -6.4% | -1.8% | -4.7% | -4.2% |
| YTD | -17.2% | +10.9% | -28.1% | -25.7% |
| 1Y | -22.0% | +13.6% | -35.6% | -31.8% |
| 3Y | +296.7% | +69.3% | +227.4% | +145.2% |
| All | +608.4% | +47.6% | +560.8% | +365.1% |
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 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