+558.6%
QQQ vs VEA
+165.0%
+393.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.2% |
| 7D | -0.6% | -1.5% | +0.9% | +0.9% |
| 30D | -1.2% | -0.8% | -0.4% | -0.4% |
| 3M | -0.2% | +2.5% | -2.7% | -2.5% |
| 6M | +17.9% | +11.1% | +6.8% | +5.9% |
| YTD | +16.6% | +17.2% | -0.5% | -1.0% |
| 1Y | +23.0% | +24.5% | -1.5% | -1.9% |
| 3Y | +92.9% | +75.4% | +17.5% | +8.4% |
| 5Y | +95.6% | +61.1% | +34.5% | +20.2% |
| All | +558.6% | +165.0% | +393.5% | +164.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling