+104.6%
CSCO vs VEA
+73.9%
+30.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.0% |
| 7D | -1.1% | -2.1% | +1.0% | +0.2% |
| 30D | -10.8% | -1.1% | -9.7% | -10.2% |
| 3M | -9.2% | +5.1% | -14.3% | -12.2% |
| 6M | +39.5% | +9.8% | +29.8% | +30.9% |
| YTD | +41.5% | +15.9% | +25.6% | +27.8% |
| 1Y | +61.0% | +24.6% | +36.4% | +38.2% |
| All | +104.6% | +73.9% | +30.7% | +41.5% |
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