+292.2%
TER vs VEA
+76.1%
+216.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +4.9% |
| 7D | +12.4% | +0.3% | +12.0% | +11.5% |
| 30D | +5.1% | +0.4% | +4.7% | +4.4% |
| 3M | +4.0% | +4.8% | -0.9% | -2.6% |
| 6M | +29.5% | +11.3% | +18.3% | +12.0% |
| YTD | +98.5% | +17.4% | +81.1% | +58.0% |
| 1Y | +234.1% | +26.2% | +207.9% | +137.8% |
| All | +292.2% | +76.1% | +216.1% | +66.3% |
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