+66.3%
MA vs VEA
+60.9%
+5.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -3.5% | +0.3% | -3.8% | -3.7% |
| 30D | +0.8% | +0.4% | +0.3% | +0.4% |
| 3M | +14.8% | +4.8% | +10.0% | +10.3% |
| 6M | +10.0% | +11.3% | -1.3% | -0.4% |
| YTD | -0.1% | +17.4% | -17.5% | -14.2% |
| 1Y | -2.2% | +26.2% | -28.4% | -21.4% |
| 3Y | +39.3% | +77.7% | -38.5% | -20.4% |
| 5Y | +66.3% | +60.9% | +5.4% | +6.7% |
| All | +66.3% | +60.9% | +5.5% | +6.7% |
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