+30.8%
XLV vs VEU
+73.8%
-43.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | -3.6% | -1.4% | -2.1% | -3.0% |
| 30D | -1.8% | -0.4% | -1.4% | -1.7% |
| 3M | +7.8% | +2.5% | +5.2% | +6.4% |
| 6M | +9.1% | +11.1% | -2.0% | +3.2% |
| YTD | +7.7% | +16.5% | -8.8% | -0.8% |
| 1Y | +20.4% | +22.9% | -2.5% | +7.7% |
| 3Y | +30.8% | +73.4% | -42.6% | -2.5% |
| All | +30.8% | +73.8% | -43.0% | -2.5% |
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 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