+322.3%
VTR vs VEU
+188.7%
+133.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | +0.2% |
| 7D | -2.9% | +0.3% | -3.2% | -3.2% |
| 30D | -2.8% | +0.7% | -3.5% | -3.5% |
| 3M | +9.0% | +4.7% | +4.3% | +3.3% |
| 6M | +5.0% | +11.6% | -6.7% | -7.6% |
| YTD | +16.9% | +16.8% | +0.1% | -1.8% |
| 1Y | +34.3% | +24.9% | +9.4% | +5.3% |
| 3Y | +131.6% | +75.7% | +55.8% | +27.3% |
| 5Y | +88.0% | +56.1% | +31.9% | +14.8% |
| 10Y | +97.8% | +153.6% | -55.8% | -22.7% |
| All | +322.3% | +188.7% | +133.7% | +19.4% |
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