+40.5%
W vs VEU
+77.0%
-36.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.5% |
| 7D | +6.5% | +1.7% | +4.8% | +2.6% |
| 30D | -6.2% | +1.0% | -7.2% | -8.2% |
| 3M | +48.9% | +5.6% | +43.3% | +32.5% |
| 6M | +31.2% | +13.7% | +17.5% | -1.9% |
| YTD | -0.4% | +17.7% | -18.2% | -32.4% |
| 1Y | +14.8% | +25.8% | -10.9% | -34.1% |
| 3Y | +40.5% | +77.1% | -36.6% | -68.0% |
| All | +40.5% | +77.0% | -36.5% | -68.0% |
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