+185.0%
XME vs VEU
+190.9%
-6.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | +3.6% | +1.7% | +1.9% | +1.4% |
| 30D | +3.6% | +1.0% | +2.7% | +2.4% |
| 3M | +1.2% | +5.6% | -4.4% | -5.4% |
| 6M | +9.0% | +13.7% | -4.6% | -7.2% |
| YTD | +15.9% | +17.7% | -1.8% | -5.5% |
| 1Y | +43.2% | +25.8% | +17.4% | +7.4% |
| 3Y | +137.4% | +77.1% | +60.3% | +14.3% |
| 5Y | +185.0% | +57.1% | +127.9% | +62.8% |
| 10Y | +409.5% | +149.8% | +259.7% | +64.2% |
| All | +185.0% | +190.9% | -6.0% | -17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling