+452.9%
VTV vs VEU
+188.7%
+264.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.3% |
| 7D | -0.7% | +0.3% | -1.0% | -0.9% |
| 30D | -0.5% | +0.7% | -1.1% | -1.0% |
| 3M | +5.3% | +4.7% | +0.6% | +1.3% |
| 6M | +12.9% | +11.6% | +1.2% | +2.7% |
| YTD | +18.5% | +16.8% | +1.7% | +3.8% |
| 1Y | +25.3% | +24.9% | +0.4% | +4.1% |
| 3Y | +68.2% | +75.7% | -7.5% | +5.8% |
| 5Y | +80.6% | +56.1% | +24.5% | +23.8% |
| 10Y | +232.9% | +153.6% | +79.3% | +55.2% |
| All | +452.9% | +188.7% | +264.2% | +118.3% |
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