+627.7%
GEV vs VEA
+55.8%
+571.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.8% |
| 7D | +3.2% | +0.3% | +2.8% | +2.7% |
| 30D | -4.0% | +0.4% | -4.5% | -4.6% |
| 3M | +3.4% | +4.8% | -1.4% | -2.6% |
| 6M | +14.7% | +11.3% | +3.4% | -1.3% |
| YTD | +45.8% | +17.4% | +28.4% | +14.8% |
| 1Y | +57.4% | +26.2% | +31.2% | +11.4% |
| All | +627.7% | +55.8% | +571.9% | +271.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling