+65.7%
T vs VEA
+59.9%
+5.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | +4.6% | +0.4% | +4.1% | +4.4% |
| 3M | +12.2% | +4.8% | +7.4% | +10.5% |
| 6M | -6.5% | +11.3% | -17.7% | -9.9% |
| YTD | +4.9% | +17.4% | -12.5% | -1.3% |
| 1Y | -10.5% | +26.2% | -36.7% | -18.2% |
| 3Y | +104.6% | +77.7% | +26.9% | +59.3% |
| All | +65.7% | +59.9% | +5.8% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling