-3.5%
F vs VEA
+16.5%
-20.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.3% |
| 7D | -0.2% | 0.0% | -0.2% | -0.4% |
| 30D | +0.9% | -1.4% | +2.3% | +2.1% |
| 3M | -11.3% | -4.1% | -7.2% | -8.0% |
| 6M | +2.0% | -1.3% | +3.3% | +3.0% |
| YTD | -3.2% | +12.1% | -15.2% | -13.9% |
| 1Y | -3.5% | +16.1% | -19.5% | -18.4% |
| All | -3.5% | +16.5% | -20.0% | -18.4% |
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