-0.9%
Z vs VEU
+151.7%
-152.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.7% | -2.8% |
| 7D | -3.0% | +1.1% | -4.1% | -4.4% |
| 30D | -4.2% | +2.2% | -6.4% | -7.0% |
| 3M | -3.7% | +3.0% | -6.7% | -8.6% |
| 6M | -24.5% | +10.9% | -35.4% | -35.8% |
| YTD | -49.3% | +18.2% | -67.5% | -61.0% |
| 1Y | -58.7% | +28.3% | -87.0% | -71.8% |
| 3Y | -34.1% | +74.6% | -108.8% | -70.5% |
| 5Y | -64.5% | +56.4% | -120.9% | -81.0% |
| All | -0.9% | +151.7% | -152.6% | -70.2% |
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