+1,851.9%
TER vs VEA
+165.0%
+1,686.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +0.9% |
| 7D | +6.4% | -1.5% | +7.8% | +8.8% |
| 30D | -5.7% | -0.8% | -4.8% | -4.2% |
| 3M | -0.4% | +2.5% | -2.9% | -2.1% |
| 6M | +25.8% | +11.1% | +14.7% | +12.5% |
| YTD | +96.4% | +17.2% | +79.2% | +63.7% |
| 1Y | +229.2% | +24.5% | +204.7% | +152.8% |
| 3Y | +288.1% | +75.4% | +212.7% | +84.7% |
| 5Y | +219.9% | +61.1% | +158.8% | +77.4% |
| All | +1,851.9% | +165.0% | +1,686.9% | +550.8% |
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 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