+343.3%
SPGI vs VEA
+161.1%
+182.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.2% | +2.3% | -1.0% | -0.8% |
| 30D | +15.9% | +0.2% | +15.7% | +15.6% |
| 3M | +12.3% | -5.3% | +17.6% | +17.4% |
| 6M | +23.7% | -0.9% | +24.6% | +23.0% |
| YTD | -3.5% | +12.2% | -15.8% | -15.9% |
| 1Y | +0.4% | +16.1% | -15.7% | -15.4% |
| 3Y | +29.9% | +73.0% | -43.1% | -27.7% |
| 5Y | +15.2% | +53.7% | -38.5% | -27.5% |
| All | +343.3% | +161.1% | +182.2% | +62.1% |
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 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