+58.6%
VT vs VEU
+48.8%
+9.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | +0.1% |
| 7D | -0.1% | +0.5% | -0.7% | -0.6% |
| 30D | -3.1% | -2.3% | -0.8% | -1.0% |
| 3M | -3.5% | -4.4% | +0.9% | +0.5% |
| 6M | +0.5% | -2.2% | +2.6% | +2.3% |
| YTD | +10.8% | +10.9% | -0.2% | -0.1% |
| 1Y | +11.9% | +13.4% | -1.5% | -1.2% |
| 3Y | +73.0% | +69.7% | +3.3% | +3.2% |
| 5Y | +58.6% | +50.0% | +8.7% | +7.2% |
| All | +58.6% | +48.8% | +9.8% | +7.2% |
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