+164.3%
VEU price history and return analytics
+360.7%
-196.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.2% |
| 7D | -0.5% | -0.7% | +0.2% | +0.2% |
| 30D | -1.0% | -1.7% | +0.8% | +0.8% |
| 3M | -3.6% | -2.3% | -1.3% | -1.3% |
| 6M | -1.2% | +1.5% | -2.7% | -2.5% |
| YTD | +12.0% | +12.0% | -0.1% | +0.1% |
| 1Y | +13.9% | +12.9% | +1.0% | +1.1% |
| 3Y | +71.3% | +74.9% | -3.7% | -3.0% |
| 5Y | +50.3% | +59.9% | -9.6% | -7.4% |
| 10Y | +150.3% | +224.6% | -74.3% | -27.0% |
| All | +164.3% | +360.7% | -196.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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