+262.7%
GE vs VEA
+76.1%
+186.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -2.0% |
| 7D | -1.2% | +0.3% | -1.6% | -1.5% |
| 30D | -11.3% | +0.4% | -11.7% | -11.7% |
| 3M | -1.4% | +4.8% | -6.2% | -6.0% |
| 6M | +1.2% | +11.3% | -10.0% | -9.0% |
| YTD | +5.9% | +17.4% | -11.4% | -9.7% |
| 1Y | +18.4% | +26.2% | -7.8% | -5.9% |
| All | +262.7% | +76.1% | +186.6% | +108.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling