-7.0%
TLT vs VEA
+14.9%
-21.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.1% | +2.3% | -5.4% | -3.5% |
| 30D | +1.0% | +0.2% | +0.8% | +0.9% |
| 3M | -2.7% | -5.3% | +2.6% | -1.6% |
| 6M | -4.1% | -0.9% | -3.2% | -4.1% |
| YTD | -5.4% | +12.2% | -17.6% | -7.9% |
| 1Y | -7.0% | +16.1% | -23.1% | -10.1% |
| All | -7.0% | +14.9% | -21.9% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling