+379.1%
V vs VEA
+165.0%
+214.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.1% |
| 7D | -1.2% | -1.5% | +0.2% | 0.0% |
| 30D | +3.1% | -0.8% | +3.9% | +3.7% |
| 3M | +16.3% | +2.5% | +13.9% | +13.1% |
| 6M | +20.4% | +11.1% | +9.2% | +7.0% |
| YTD | +6.3% | +17.2% | -10.9% | -10.6% |
| 1Y | +8.7% | +24.5% | -15.8% | -14.0% |
| 3Y | +53.3% | +75.4% | -22.1% | -15.6% |
| 5Y | +71.1% | +61.1% | +10.0% | +3.2% |
| All | +379.1% | +165.0% | +214.1% | +73.7% |
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