+11.9%
U vs VEA
+76.1%
-64.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.8% |
| 7D | +4.4% | +0.3% | +4.1% | +3.8% |
| 30D | -1.3% | +0.4% | -1.7% | -2.2% |
| 3M | +49.6% | +4.8% | +44.8% | +37.6% |
| 6M | +100.2% | +11.3% | +88.9% | +64.2% |
| YTD | -3.7% | +17.4% | -21.1% | -29.8% |
| 1Y | -6.5% | +26.2% | -32.7% | -40.9% |
| All | +11.9% | +76.1% | -64.2% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling