+53.0%
CSX vs VEA
+27.3%
+25.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +0.6% | +1.9% | -1.2% | -0.2% |
| 30D | -2.3% | +0.8% | -3.0% | -2.6% |
| 3M | +4.3% | +5.7% | -1.4% | +1.5% |
| 6M | +23.4% | +13.3% | +10.1% | +14.3% |
| YTD | +36.4% | +18.4% | +18.0% | +21.2% |
| 1Y | +53.0% | +27.0% | +26.1% | +27.9% |
| All | +53.0% | +27.3% | +25.8% | +27.9% |
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