+1,057.8%
TER vs VEA
+161.1%
+896.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | +0.4% |
| 7D | +24.0% | +1.8% | +22.2% | +20.9% |
| 30D | -30.6% | -0.9% | -29.7% | -28.8% |
| 3M | -34.5% | -5.0% | -29.4% | -27.5% |
| 6M | -26.4% | 0.0% | -26.4% | -22.5% |
| YTD | +36.4% | +12.2% | +24.2% | +23.7% |
| 1Y | +47.4% | +14.7% | +32.7% | +30.0% |
| 3Y | +202.6% | +73.2% | +129.4% | +49.6% |
| 5Y | +83.9% | +53.7% | +30.2% | +11.1% |
| All | +1,057.8% | +161.1% | +896.7% | +303.5% |
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 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