+138.3%
GOOGL vs VEA
+57.9%
+80.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.8% |
| 7D | -2.8% | -2.1% | -0.8% | -0.9% |
| 30D | -3.2% | -1.1% | -2.1% | -2.3% |
| 3M | -6.6% | +5.1% | -11.7% | -11.3% |
| 6M | +8.5% | +9.8% | -1.3% | -1.4% |
| YTD | +6.5% | +15.9% | -9.5% | -8.7% |
| 1Y | +39.4% | +24.6% | +14.9% | +11.4% |
| 3Y | +146.2% | +75.5% | +70.7% | +36.3% |
| 5Y | +138.3% | +59.4% | +79.0% | +47.1% |
| All | +138.3% | +57.9% | +80.5% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling