+64.4%
VZ vs VEU
+150.1%
-85.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.1% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | +5.8% | +0.7% | +5.1% | +5.5% |
| 3M | +10.5% | +4.7% | +5.8% | +8.6% |
| 6M | +1.8% | +11.6% | -9.9% | -2.4% |
| YTD | +28.3% | +16.8% | +11.5% | +20.7% |
| 1Y | +22.0% | +24.9% | -2.9% | +11.9% |
| 3Y | +81.8% | +75.7% | +6.1% | +45.4% |
| 5Y | +25.3% | +56.1% | -30.8% | +4.2% |
| 10Y | +64.4% | +153.6% | -89.2% | +8.8% |
| All | +64.4% | +150.1% | -85.7% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling