+67.8%
CSX vs VEA
+61.3%
+6.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.6% |
| 7D | -3.4% | +1.0% | -4.3% | -4.0% |
| 30D | -3.1% | +1.9% | -5.0% | -4.3% |
| 3M | +7.2% | +3.2% | +4.0% | +4.6% |
| 6M | +16.2% | +10.2% | +5.9% | +8.1% |
| YTD | +37.5% | +18.9% | +18.7% | +21.1% |
| 1Y | +53.2% | +29.3% | +23.9% | +27.1% |
| 3Y | +68.2% | +76.8% | -8.5% | +9.8% |
| All | +67.8% | +61.3% | +6.5% | +15.0% |
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