+84.3%
W vs VEU
-0.8%
+85.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -0.7% |
| 7D | -1.7% | +2.4% | -4.0% | -6.4% |
| 30D | +3.2% | -2.0% | +5.2% | +8.5% |
| 3M | +8.3% | -5.1% | +13.4% | +22.1% |
| 6M | +84.3% | -0.7% | +85.0% | +86.4% |
| All | +84.3% | -0.8% | +85.1% | +86.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling