+76.8%
V vs VEA
+73.9%
+2.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.7% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | +9.9% | -1.4% | +11.4% | +10.5% |
| 3M | +17.5% | -4.1% | +21.6% | +19.2% |
| 6M | +33.5% | -1.3% | +34.8% | +33.4% |
| YTD | +21.6% | +12.1% | +9.5% | +12.7% |
| 1Y | +27.6% | +16.1% | +11.5% | +15.7% |
| All | +76.8% | +73.9% | +2.9% | +31.3% |
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