+269.3%
C vs VEA
+79.2%
+190.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +3.2% | +1.9% | +1.3% | +1.3% |
| 30D | +1.3% | +0.8% | +0.5% | +0.5% |
| 3M | +3.1% | +5.7% | -2.6% | -2.5% |
| 6M | +29.6% | +13.3% | +16.3% | +13.3% |
| YTD | +19.0% | +18.4% | +0.6% | -1.2% |
| 1Y | +45.6% | +27.0% | +18.7% | +12.1% |
| 3Y | +269.3% | +79.3% | +190.0% | +93.4% |
| All | +269.3% | +79.2% | +190.1% | +93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling