+81.6%
KO vs VEA
+57.8%
+23.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.6% |
| 7D | -1.1% | -2.1% | +1.0% | -0.6% |
| 30D | +1.6% | -1.1% | +2.6% | +1.8% |
| 3M | +5.8% | +5.1% | +0.7% | +4.1% |
| 6M | +14.3% | +9.8% | +4.5% | +10.5% |
| YTD | +27.3% | +15.9% | +11.4% | +20.7% |
| 1Y | +33.2% | +24.6% | +8.6% | +23.0% |
| 3Y | +64.5% | +75.5% | -11.1% | +32.0% |
| All | +81.6% | +57.8% | +23.8% | +49.6% |
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