+161.9%
VEU price history and return analytics
+356.5%
-194.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +2.1% | +2.4% | -0.3% | -0.3% |
| 30D | -0.9% | -1.5% | +0.6% | +0.6% |
| 3M | -5.4% | -4.1% | -1.3% | -1.2% |
| 6M | -1.8% | +0.6% | -2.3% | -2.2% |
| YTD | +10.9% | +11.0% | -0.1% | +0.1% |
| 1Y | +13.6% | +13.3% | +0.2% | +0.4% |
| 3Y | +69.3% | +73.4% | -4.1% | -3.3% |
| 5Y | +48.1% | +57.4% | -9.3% | -7.2% |
| 10Y | +148.0% | +221.7% | -73.7% | -27.0% |
| All | +161.9% | +356.5% | -194.6% | -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