+67.7%
V vs VEA
+60.9%
+6.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.2% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | +1.9% | +0.4% | +1.4% | +1.5% |
| 3M | +13.2% | +4.8% | +8.4% | +9.2% |
| 6M | +16.7% | +11.3% | +5.5% | +6.9% |
| YTD | +5.4% | +17.4% | -12.0% | -7.8% |
| 1Y | +7.7% | +26.2% | -18.5% | -11.2% |
| 3Y | +52.0% | +77.7% | -25.7% | -7.2% |
| 5Y | +67.7% | +60.9% | +6.8% | +13.7% |
| All | +67.7% | +60.9% | +6.9% | +13.7% |
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 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