+199.9%
B vs VEA
+162.2%
+37.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.7% |
| 7D | -5.0% | -2.1% | -3.0% | -3.6% |
| 30D | +8.7% | -1.1% | +9.8% | +9.7% |
| 3M | +17.3% | +5.1% | +12.2% | +13.9% |
| 6M | -5.0% | +9.8% | -14.8% | -9.8% |
| YTD | +1.4% | +15.9% | -14.5% | -6.4% |
| 1Y | +50.5% | +24.6% | +25.9% | +33.3% |
| 3Y | +194.4% | +75.5% | +118.8% | +116.0% |
| 5Y | +156.7% | +59.4% | +97.3% | +93.6% |
| All | +199.9% | +162.2% | +37.7% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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