+25.5%
VZ vs VEU
+56.2%
-30.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +0.1% | +1.1% | -1.1% | -0.1% |
| 30D | +7.9% | +2.2% | +5.7% | +7.5% |
| 3M | +13.6% | +3.0% | +10.7% | +12.9% |
| 6M | +1.1% | +10.9% | -9.8% | -1.4% |
| YTD | +29.3% | +18.2% | +11.1% | +23.6% |
| 1Y | +21.2% | +28.3% | -7.0% | +13.1% |
| 3Y | +75.9% | +74.6% | +1.3% | +48.1% |
| All | +25.5% | +56.2% | -30.7% | +5.5% |
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 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