+1,216.9%
VST vs VEU
+153.2%
+1,063.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.0% |
| 7D | +8.9% | +1.1% | +7.8% | +7.7% |
| 30D | +6.2% | +2.2% | +4.0% | +4.0% |
| 3M | -2.7% | +3.0% | -5.7% | -5.4% |
| 6M | -8.4% | +10.9% | -19.2% | -17.2% |
| YTD | -7.2% | +18.2% | -25.4% | -21.1% |
| 1Y | -20.9% | +28.3% | -49.2% | -37.9% |
| 3Y | +384.0% | +74.6% | +309.4% | +191.8% |
| 5Y | +757.1% | +56.4% | +700.7% | +465.3% |
| All | +1,216.9% | +153.2% | +1,063.7% | +484.9% |
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