+465.1%
STM vs VEA
+161.1%
+303.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | +2.3% | +9.7% | +7.8% |
| 30D | -0.4% | +0.2% | -0.6% | -0.1% |
| 3M | -13.2% | -5.3% | -7.8% | -3.5% |
| 6M | -26.1% | -0.9% | -25.1% | -21.8% |
| YTD | +81.2% | +12.2% | +69.0% | +56.0% |
| 1Y | +98.3% | +16.1% | +82.2% | +61.4% |
| 3Y | +16.7% | +73.0% | -56.3% | -49.7% |
| 5Y | -4.8% | +53.7% | -58.6% | -48.2% |
| All | +465.1% | +161.1% | +303.9% | +57.3% |
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 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