+83.3%
IEMG vs VEA
+75.8%
+7.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.1% |
| 7D | -1.3% | -1.5% | +0.2% | +0.2% |
| 30D | +1.9% | -0.8% | +2.7% | +2.8% |
| 3M | +1.4% | +2.5% | -1.1% | -0.8% |
| 6M | +15.2% | +11.1% | +4.0% | +4.5% |
| YTD | +23.8% | +17.2% | +6.7% | +7.1% |
| 1Y | +30.7% | +24.5% | +6.1% | +7.0% |
| 3Y | +83.3% | +75.4% | +7.9% | +8.9% |
| All | +83.3% | +75.8% | +7.5% | +8.9% |
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