+106.1%
T vs VEA
+73.9%
+32.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.6% |
| 7D | -2.4% | -2.1% | -0.4% | -2.4% |
| 30D | +4.3% | -1.1% | +5.3% | +4.3% |
| 3M | +11.6% | +5.1% | +6.5% | +11.0% |
| 6M | -5.6% | +9.8% | -15.4% | -6.6% |
| YTD | +6.6% | +15.9% | -9.4% | +3.9% |
| 1Y | -8.4% | +24.6% | -32.9% | -12.2% |
| All | +106.1% | +73.9% | +32.2% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling