+99.6%
STM vs VEA
+29.8%
+69.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.4% | +0.9% |
| 7D | +5.8% | +1.0% | +4.8% | +3.7% |
| 30D | -1.0% | +1.9% | -3.0% | -4.8% |
| 3M | -33.3% | +3.2% | -36.5% | -36.1% |
| 6M | +57.4% | +10.2% | +47.1% | +36.2% |
| YTD | +102.2% | +18.9% | +83.3% | +50.1% |
| 1Y | +99.6% | +29.3% | +70.3% | +26.2% |
| All | +99.6% | +29.8% | +69.8% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling