+52.5%
V vs VEA
+79.2%
-26.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -1.1% | +1.9% | -2.9% | -1.8% |
| 30D | +1.9% | +0.8% | +1.1% | +1.6% |
| 3M | +15.5% | +5.7% | +9.8% | +12.6% |
| 6M | +16.6% | +13.3% | +3.3% | +9.0% |
| YTD | +5.7% | +18.4% | -12.7% | -4.0% |
| 1Y | +8.6% | +27.0% | -18.4% | -5.6% |
| 3Y | +52.5% | +79.3% | -26.8% | +6.5% |
| All | +52.5% | +79.2% | -26.6% | +6.5% |
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