-58.0%
Z vs VEU
+14.7%
-72.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +2.3% |
| 7D | -5.2% | +0.8% | -5.9% | -5.2% |
| 30D | +5.7% | -1.6% | +7.4% | +6.5% |
| 3M | -8.7% | -4.2% | -4.6% | -7.1% |
| 6M | -26.0% | -1.5% | -24.5% | -25.4% |
| YTD | -55.0% | +11.7% | -66.7% | -58.6% |
| All | -58.0% | +14.7% | -72.7% | -62.4% |
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