+358.3%
DELL vs VEA
+25.5%
+332.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +10.4% |
| 7D | +8.2% | -1.5% | +9.7% | +10.7% |
| 30D | +17.1% | -0.8% | +17.9% | +18.9% |
| 3M | +45.2% | +2.5% | +42.7% | +41.1% |
| 6M | +286.8% | +11.1% | +275.6% | +246.9% |
| YTD | +354.8% | +17.2% | +337.6% | +266.3% |
| 1Y | +358.3% | +24.5% | +333.8% | +235.3% |
| All | +358.3% | +25.5% | +332.7% | +235.3% |
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