+2,307.5%
TER vs VEA
+170.4%
+2,137.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +4.9% |
| 7D | +0.6% | +1.0% | -0.3% | -0.5% |
| 30D | -8.3% | +1.9% | -10.2% | -10.2% |
| 3M | -12.2% | +3.2% | -15.4% | -13.4% |
| 6M | +17.1% | +10.2% | +6.8% | +8.7% |
| YTD | +84.7% | +18.9% | +65.8% | +57.6% |
| 1Y | +199.9% | +29.3% | +170.6% | +133.1% |
| 3Y | +232.8% | +76.8% | +156.0% | +83.6% |
| 5Y | +198.6% | +61.2% | +137.3% | +89.6% |
| 10Y | +1,669.7% | +163.3% | +1,506.4% | +589.8% |
| All | +2,307.5% | +170.4% | +2,137.1% | +811.6% |
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