-61.3%
C vs VEA
+157.0%
-218.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.4% |
| 7D | -0.4% | -1.3% | +0.8% | +1.4% |
| 30D | -5.3% | 0.0% | -5.3% | -5.3% |
| 3M | -8.0% | -3.6% | -4.4% | -3.4% |
| 6M | -0.3% | -0.5% | +0.2% | -0.4% |
| YTD | +8.6% | +13.0% | -4.3% | -10.7% |
| 1Y | +25.8% | +16.3% | +9.5% | -0.7% |
| 3Y | +221.2% | +74.4% | +146.8% | +39.0% |
| 5Y | +113.6% | +55.8% | +57.7% | +7.8% |
| 10Y | +218.3% | +161.1% | +57.2% | -21.3% |
| All | -61.3% | +157.0% | -218.2% | -89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling