+19.8%
MA vs VEA
+14.9%
+4.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.3% | +2.3% | -1.0% | +1.2% |
| 30D | +9.6% | +0.2% | +9.4% | +9.7% |
| 3M | +16.8% | -5.3% | +22.1% | +16.8% |
| 6M | +35.2% | -0.9% | +36.1% | +34.8% |
| YTD | +16.6% | +12.2% | +4.4% | +8.7% |
| 1Y | +19.8% | +16.1% | +3.7% | +8.1% |
| All | +19.8% | +14.9% | +4.9% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling