+210.2%
TER vs VEA
+75.3%
+134.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.8% | +7.5% | +6.6% |
| 7D | +5.9% | -1.3% | +7.2% | +10.3% |
| 30D | -30.8% | 0.0% | -30.7% | -29.8% |
| 3M | -29.9% | -3.6% | -26.4% | -22.8% |
| 6M | -27.5% | -0.5% | -26.9% | -22.3% |
| YTD | +37.5% | +13.0% | +24.5% | +20.1% |
| 1Y | +50.3% | +16.3% | +34.0% | +25.6% |
| All | +210.2% | +75.3% | +134.9% | +33.0% |
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