+251.0%
SPOT vs VEA
+113.2%
+137.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.3% |
| 7D | -6.5% | +0.3% | -6.8% | -6.8% |
| 30D | +2.2% | +0.4% | +1.7% | +1.6% |
| 3M | +5.4% | +4.8% | +0.6% | -0.2% |
| 6M | -4.0% | +11.3% | -15.3% | -15.1% |
| YTD | -9.9% | +17.4% | -27.3% | -25.0% |
| 1Y | -27.3% | +26.2% | -53.5% | -44.0% |
| 3Y | +236.4% | +77.7% | +158.7% | +81.0% |
| 5Y | +112.6% | +60.9% | +51.7% | +26.9% |
| All | +251.0% | +113.2% | +137.8% | +65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling