+1,692.2%
TER vs VEA
+157.0%
+1,535.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.8% | +7.5% | +7.3% |
| 7D | +5.9% | -1.3% | +7.2% | +8.6% |
| 30D | -30.8% | 0.0% | -30.7% | -30.1% |
| 3M | -29.9% | -3.6% | -26.4% | -25.5% |
| 6M | -27.5% | -0.5% | -26.9% | -23.8% |
| YTD | +37.5% | +13.0% | +24.5% | +26.7% |
| 1Y | +50.3% | +16.3% | +34.0% | +34.4% |
| 3Y | +204.9% | +74.4% | +130.5% | +73.8% |
| 5Y | +89.2% | +55.8% | +33.3% | +27.0% |
| 10Y | +1,077.0% | +161.1% | +915.9% | +373.6% |
| All | +1,692.2% | +157.0% | +1,535.2% | +632.8% |
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 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