+338.6%
SPGI vs VEA
+160.4%
+178.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.3% |
| 7D | -1.4% | -1.3% | -0.1% | -0.4% |
| 30D | +15.3% | 0.0% | +15.3% | +15.1% |
| 3M | +16.5% | -3.6% | +20.1% | +19.9% |
| 6M | +19.8% | -0.5% | +20.3% | +18.6% |
| YTD | -3.2% | +13.0% | -16.2% | -16.2% |
| 1Y | +1.8% | +16.3% | -14.5% | -14.4% |
| 3Y | +30.6% | +74.4% | -43.8% | -27.9% |
| 5Y | +16.0% | +55.8% | -39.8% | -28.0% |
| 10Y | +338.6% | +161.1% | +177.5% | +60.7% |
| All | +338.6% | +160.4% | +178.1% | +60.7% |
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 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