+15.5%
GE vs VEA
+25.5%
-10.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -1.2% |
| 7D | -4.0% | -1.5% | -2.5% | -2.6% |
| 30D | -11.4% | -0.8% | -10.6% | -10.8% |
| 3M | -2.6% | +2.5% | -5.1% | -5.3% |
| 6M | -0.3% | +11.1% | -11.5% | -11.3% |
| YTD | +5.4% | +17.2% | -11.8% | -11.9% |
| 1Y | +15.5% | +24.5% | -9.0% | -8.0% |
| All | +15.5% | +25.5% | -10.0% | -8.0% |
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