-38.4%
U vs VEA
+104.6%
-143.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | +1.1% |
| 7D | 0.0% | -2.1% | +2.0% | +3.8% |
| 30D | -4.1% | -1.1% | -3.0% | -2.5% |
| 3M | +57.8% | +5.1% | +52.7% | +42.3% |
| 6M | +103.5% | +9.8% | +93.8% | +66.2% |
| YTD | -4.8% | +15.9% | -20.7% | -30.9% |
| 1Y | -2.4% | +24.6% | -26.9% | -38.6% |
| 3Y | +11.7% | +75.5% | -63.9% | -63.6% |
| 5Y | -68.9% | +59.4% | -128.2% | -88.2% |
| All | -38.4% | +104.6% | -143.1% | -78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling