+319.1%
DELL vs VEA
+29.8%
+289.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +0.9% |
| 7D | +14.9% | +1.0% | +13.9% | +13.6% |
| 30D | +13.3% | +1.9% | +11.3% | +10.7% |
| 3M | +24.4% | +3.2% | +21.2% | +19.6% |
| 6M | +258.0% | +10.2% | +247.8% | +224.9% |
| YTD | +320.2% | +18.9% | +301.3% | +233.7% |
| 1Y | +319.1% | +29.3% | +289.7% | +194.8% |
| All | +319.1% | +29.8% | +289.2% | +194.8% |
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