+108.8%
V vs VEA
+54.4%
+54.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.9% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | +9.9% | -1.4% | +11.4% | +10.9% |
| 3M | +17.5% | -4.1% | +21.6% | +20.4% |
| 6M | +33.5% | -1.3% | +34.8% | +33.3% |
| YTD | +21.6% | +12.1% | +9.5% | +9.3% |
| 1Y | +27.6% | +16.1% | +11.5% | +11.6% |
| 3Y | +76.4% | +73.0% | +3.4% | +8.7% |
| All | +108.8% | +54.4% | +54.5% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling