+13.9%
EFA vs VG
+32.8%
-18.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +3.2% |
| 7D | +1.2% | -8.3% | +9.5% | +0.6% |
| 30D | +1.5% | -10.3% | +11.8% | +0.9% |
| 3M | -3.3% | -10.8% | +7.5% | -3.8% |
| 6M | +2.6% | +3.5% | -0.9% | +3.8% |
| YTD | +11.0% | +74.0% | -62.9% | +10.3% |
| All | +13.9% | +32.8% | -18.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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