+57.4%
VZ vs VEU
+70.2%
-12.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.5% | +2.1% | -0.6% | +1.5% |
| 30D | +4.4% | -0.9% | +5.3% | +4.3% |
| 3M | -2.4% | -5.4% | +3.0% | -2.3% |
| 6M | +1.4% | -1.8% | +3.2% | +1.3% |
| YTD | +21.4% | +10.9% | +10.5% | +19.1% |
| 1Y | +20.3% | +13.6% | +6.7% | +17.4% |
| 3Y | +57.4% | +69.3% | -11.9% | +44.6% |
| All | +57.4% | +70.2% | -12.8% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling