+71.6%
VZ vs VEU
+149.7%
-78.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +0.9% | -0.5% | +1.5% | +1.1% |
| 30D | +8.9% | -1.0% | +9.9% | +9.2% |
| 3M | +0.1% | -3.6% | +3.7% | +1.0% |
| 6M | +1.9% | -1.2% | +3.1% | +1.7% |
| YTD | +22.0% | +12.0% | +10.1% | +16.1% |
| 1Y | +22.1% | +13.9% | +8.2% | +15.5% |
| 3Y | +58.7% | +71.3% | -12.6% | +27.6% |
| 5Y | +22.3% | +50.3% | -28.0% | +2.7% |
| 10Y | +71.6% | +150.3% | -78.7% | +15.5% |
| All | +71.6% | +149.7% | -78.1% | +15.5% |
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 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