+48.2%
CSX vs VEA
+49.6%
-1.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.1% |
| 7D | -5.5% | -2.2% | -3.3% | -4.2% |
| 30D | +4.9% | -3.4% | +8.3% | +7.2% |
| 3M | -2.9% | -5.6% | +2.8% | +0.6% |
| 6M | +8.3% | -3.4% | +11.8% | +10.0% |
| YTD | +36.7% | +9.7% | +27.0% | +26.5% |
| 1Y | +41.5% | +15.4% | +26.1% | +26.3% |
| 3Y | +68.6% | +68.5% | +0.1% | +12.4% |
| All | +48.2% | +49.6% | -1.4% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling