+89.6%
MA vs VEA
+53.9%
+35.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +1.0% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | +11.8% | -1.4% | +13.2% | +12.9% |
| 3M | +17.2% | -4.1% | +21.3% | +20.4% |
| 6M | +33.4% | -1.3% | +34.7% | +33.1% |
| YTD | +16.1% | +12.1% | +4.1% | +2.9% |
| 1Y | +19.9% | +16.1% | +3.9% | +2.9% |
| 3Y | +70.1% | +73.0% | -2.9% | -2.1% |
| 5Y | +89.6% | +55.1% | +34.5% | +29.6% |
| All | +89.6% | +53.9% | +35.8% | +29.6% |
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