+1,019.7%
VUG vs VEU
+192.1%
+827.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.9% |
| 7D | -0.1% | +1.1% | -1.2% | -1.0% |
| 30D | -0.3% | +2.2% | -2.5% | -2.0% |
| 3M | -0.7% | +3.0% | -3.7% | -3.0% |
| 6M | +14.6% | +10.9% | +3.8% | +5.3% |
| YTD | +9.0% | +18.2% | -9.2% | -5.1% |
| 1Y | +14.9% | +28.3% | -13.4% | -6.3% |
| 3Y | +86.0% | +74.6% | +11.4% | +18.8% |
| 5Y | +76.7% | +56.4% | +20.3% | +24.2% |
| 10Y | +411.3% | +153.0% | +258.3% | +152.6% |
| All | +1,019.7% | +192.1% | +827.6% | +368.5% |
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