+1,582.8%
TER vs VEA
+155.2%
+1,427.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +2.3% | +12.1% | +11.6% |
| 30D | -30.6% | +0.2% | -30.8% | -30.1% |
| 3M | -39.2% | -5.3% | -33.8% | -33.9% |
| 6M | -31.3% | -0.9% | -30.4% | -27.4% |
| YTD | +29.1% | +12.2% | +16.9% | +20.0% |
| 1Y | +47.4% | +16.1% | +31.3% | +32.1% |
| 3Y | +191.2% | +73.0% | +118.3% | +67.7% |
| 5Y | +74.0% | +53.7% | +20.3% | +18.7% |
| 10Y | +1,005.1% | +159.3% | +845.8% | +348.5% |
| All | +1,582.8% | +155.2% | +1,427.5% | +594.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling