+41.9%
TMUS vs VEA
+60.9%
-19.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.1% |
| 7D | -5.3% | +0.3% | -5.6% | -5.4% |
| 30D | +0.1% | +0.4% | -0.3% | -0.1% |
| 3M | -0.6% | +4.8% | -5.4% | -2.3% |
| 6M | -17.5% | +11.3% | -28.8% | -21.0% |
| YTD | -11.3% | +17.4% | -28.6% | -17.3% |
| 1Y | -25.4% | +26.2% | -51.6% | -32.8% |
| 3Y | +35.5% | +77.7% | -42.2% | +1.7% |
| 5Y | +41.9% | +60.9% | -19.0% | +12.1% |
| All | +41.9% | +60.9% | -19.0% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling