-57.7%
Z vs VEU
+12.4%
-70.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.5% | +3.5% |
| 7D | +0.8% | +2.1% | -1.2% | -0.2% |
| 30D | +5.2% | -0.9% | +6.1% | +5.8% |
| 3M | -17.0% | -5.4% | -11.7% | -15.1% |
| 6M | -22.7% | -1.8% | -20.9% | -21.9% |
| YTD | -56.3% | +10.9% | -67.2% | -59.4% |
| 1Y | -57.7% | +13.6% | -71.2% | -61.9% |
| All | -57.7% | +12.4% | -70.1% | -61.9% |
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 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