-9.1%
T vs VEA
+29.8%
-38.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -1.8% |
| 7D | -1.3% | +1.0% | -2.2% | -1.0% |
| 30D | +11.4% | +1.9% | +9.4% | +11.9% |
| 3M | +14.3% | +3.2% | +11.1% | +15.5% |
| 6M | -9.3% | +10.2% | -19.5% | -7.1% |
| YTD | +7.1% | +18.9% | -11.8% | +9.3% |
| 1Y | -9.1% | +29.3% | -38.4% | -6.4% |
| All | -9.1% | +29.8% | -38.9% | -6.4% |
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 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