+143.3%
DELL vs VEA
+20.4%
+122.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.1% | -10.9% | -12.0% |
| 7D | -24.6% | +0.7% | -25.3% | -25.4% |
| 30D | -32.5% | -0.4% | -32.0% | -31.9% |
| 3M | -20.2% | -1.7% | -18.5% | -17.4% |
| 6M | +76.5% | +5.1% | +71.4% | +70.4% |
| YTD | +198.9% | +14.4% | +184.5% | +144.2% |
| 1Y | +143.3% | +20.5% | +122.8% | +78.2% |
| All | +143.3% | +20.4% | +122.9% | +78.2% |
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