+292.4%
C vs VEA
+165.0%
+127.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | -1.2% |
| 7D | +0.8% | -1.5% | +2.2% | +2.7% |
| 30D | +0.9% | -0.8% | +1.7% | +1.9% |
| 3M | +1.1% | +2.5% | -1.4% | -2.4% |
| 6M | +28.4% | +11.1% | +17.2% | +10.3% |
| YTD | +20.8% | +17.2% | +3.6% | -3.6% |
| 1Y | +43.4% | +24.5% | +18.9% | +5.4% |
| 3Y | +274.9% | +75.4% | +199.5% | +71.3% |
| 5Y | +136.7% | +61.1% | +75.6% | +22.4% |
| All | +292.4% | +165.0% | +127.4% | +10.2% |
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