+252.8%
SPOT vs VEA
+112.8%
+140.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -0.2% |
| 7D | -3.1% | -1.5% | -1.6% | -1.7% |
| 30D | +7.4% | -0.8% | +8.2% | +8.1% |
| 3M | +8.2% | +2.5% | +5.7% | +5.0% |
| 6M | +2.2% | +11.1% | -8.9% | -9.6% |
| YTD | -9.5% | +17.2% | -26.6% | -24.5% |
| 1Y | -23.8% | +24.5% | -48.3% | -40.5% |
| 3Y | +233.5% | +75.4% | +158.0% | +81.8% |
| 5Y | +112.2% | +61.1% | +51.1% | +26.6% |
| All | +252.8% | +112.8% | +140.0% | +66.4% |
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 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