+377.4%
VT vs VEU
+175.3%
+202.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.5% |
| 7D | +0.4% | +1.1% | -0.7% | -0.6% |
| 30D | +1.0% | +2.2% | -1.2% | -1.0% |
| 3M | +2.4% | +3.0% | -0.6% | -0.4% |
| 6M | +12.0% | +10.9% | +1.1% | +1.8% |
| YTD | +15.3% | +18.2% | -2.9% | -1.1% |
| 1Y | +22.6% | +28.3% | -5.7% | -2.3% |
| 3Y | +74.7% | +74.6% | +0.1% | +5.4% |
| 5Y | +66.1% | +56.4% | +9.8% | +10.7% |
| 10Y | +225.0% | +153.0% | +72.0% | +42.3% |
| All | +377.4% | +175.3% | +202.2% | +82.8% |
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