+580.0%
XYZ vs VEU
+149.3%
+430.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.5% |
| 7D | +2.9% | +1.7% | +1.2% | -0.1% |
| 30D | +1.4% | +1.0% | +0.4% | -0.3% |
| 3M | +14.6% | +5.6% | +8.9% | +3.2% |
| 6M | +20.8% | +13.7% | +7.1% | -5.8% |
| YTD | +23.1% | +17.7% | +5.3% | -10.5% |
| 1Y | +5.6% | +25.8% | -20.1% | -32.0% |
| 3Y | +50.9% | +77.1% | -26.2% | -48.6% |
| 5Y | -68.6% | +57.1% | -125.7% | -85.3% |
| 10Y | +580.0% | +149.8% | +430.2% | +76.1% |
| All | +580.0% | +149.3% | +430.7% | +76.1% |
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