+348.0%
VT vs VEU
+152.6%
+195.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.4% | -0.8% |
| 7D | -4.2% | -3.4% | -0.8% | -1.1% |
| 30D | -5.8% | -5.6% | -0.2% | -0.8% |
| 3M | -5.2% | -6.2% | +1.0% | +0.3% |
| 6M | +0.1% | -2.0% | +2.1% | +1.7% |
| YTD | +8.2% | +8.5% | -0.2% | +0.2% |
| 1Y | +10.1% | +12.1% | -1.9% | -1.0% |
| 3Y | +69.7% | +64.7% | +5.0% | +7.9% |
| 5Y | +53.4% | +45.3% | +8.1% | +9.2% |
| 10Y | +219.2% | +142.3% | +76.9% | +45.5% |
| All | +348.0% | +152.6% | +195.5% | +85.2% |
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 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