+20.2%
VZ vs VEU
+45.1%
-24.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.1% | -1.6% | +3.8% | +2.4% |
| 30D | +1.4% | -4.3% | +5.7% | +2.0% |
| 3M | -1.3% | -5.8% | +4.6% | -0.4% |
| 6M | -0.5% | -4.4% | +3.8% | -0.1% |
| YTD | +19.6% | +8.7% | +11.0% | +16.0% |
| 1Y | +22.4% | +12.6% | +9.7% | +17.4% |
| 3Y | +55.9% | +65.2% | -9.4% | +31.8% |
| All | +20.2% | +45.1% | -24.9% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling