+4.9%
MSFT vs VEA
+14.9%
-10.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.3% | +2.3% | -3.5% | -2.1% |
| 30D | -1.8% | +0.2% | -2.0% | -1.8% |
| 3M | +5.6% | -5.3% | +11.0% | +7.3% |
| 6M | +29.8% | -0.9% | +30.7% | +29.7% |
| YTD | +9.0% | +12.2% | -3.2% | +2.9% |
| 1Y | +4.9% | +16.1% | -11.1% | -2.4% |
| All | +4.9% | +14.9% | -10.0% | -2.4% |
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