+788.5%
XLK vs VEU
+155.0%
+633.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.1% |
| 7D | +0.2% | -1.4% | +1.6% | +1.8% |
| 30D | -0.6% | -0.4% | -0.2% | -0.2% |
| 3M | +2.6% | +2.5% | 0.0% | +0.1% |
| 6M | +34.0% | +11.1% | +22.8% | +19.4% |
| YTD | +30.7% | +16.5% | +14.2% | +10.3% |
| 1Y | +39.2% | +22.9% | +16.3% | +10.8% |
| 3Y | +120.4% | +73.4% | +47.0% | +19.6% |
| 5Y | +148.8% | +56.1% | +92.7% | +52.7% |
| All | +788.5% | +155.0% | +633.5% | +247.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling