+46.0%
XME vs VEU
+28.8%
+17.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.6% |
| 7D | -0.1% | +1.1% | -1.2% | -1.8% |
| 30D | +6.0% | +2.2% | +3.8% | +2.7% |
| 3M | -7.7% | +3.0% | -10.7% | -11.3% |
| 6M | +1.0% | +10.9% | -9.9% | -11.3% |
| YTD | +14.6% | +18.2% | -3.6% | -11.7% |
| 1Y | +46.0% | +28.3% | +17.7% | -1.4% |
| All | +46.0% | +28.8% | +17.1% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling