+153.8%
B vs VEA
+61.6%
+92.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.0% |
| 7D | +2.3% | +1.9% | +0.5% | +0.5% |
| 30D | +1.4% | +0.8% | +0.6% | +0.8% |
| 3M | +12.2% | +5.7% | +6.5% | +7.0% |
| 6M | -2.1% | +13.3% | -15.4% | -11.6% |
| YTD | +2.9% | +18.4% | -15.5% | -9.9% |
| 1Y | +55.3% | +27.0% | +28.4% | +28.8% |
| 3Y | +198.7% | +79.3% | +119.4% | +92.1% |
| 5Y | +153.8% | +62.1% | +91.6% | +50.1% |
| All | +153.8% | +61.6% | +92.2% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling