+482.4%
CSX vs VEA
+159.8%
+322.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +0.6% | +1.9% | -1.2% | -1.1% |
| 30D | -2.3% | +0.8% | -3.0% | -2.9% |
| 3M | +4.3% | +5.7% | -1.4% | -1.4% |
| 6M | +23.4% | +13.3% | +10.1% | +8.4% |
| YTD | +36.4% | +18.4% | +18.0% | +14.7% |
| 1Y | +53.0% | +27.0% | +26.1% | +20.2% |
| 3Y | +70.6% | +79.3% | -8.6% | -6.7% |
| 5Y | +65.5% | +62.1% | +3.3% | 0.0% |
| 10Y | +482.4% | +160.3% | +322.1% | +116.7% |
| All | +482.4% | +159.8% | +322.5% | +116.7% |
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