+11.9%
COST vs VEA
+20.4%
-8.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.1% | +0.6% | +2.9% |
| 7D | +6.6% | +0.7% | +6.0% | +6.7% |
| 30D | +13.5% | -0.4% | +13.9% | +13.4% |
| 3M | +10.6% | -1.7% | +12.3% | +10.3% |
| 6M | +3.6% | +5.1% | -1.5% | +3.6% |
| YTD | +22.1% | +14.4% | +7.6% | +19.9% |
| 1Y | +11.9% | +20.5% | -8.6% | +8.6% |
| All | +11.9% | +20.4% | -8.5% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling