+158.3%
VEA vs A
+247.2%
-88.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | -2.1% | -4.6% | +2.5% | -0.5% |
| 30D | -1.1% | -4.3% | +3.2% | +0.3% |
| 3M | +5.1% | +8.9% | -3.9% | +1.5% |
| 6M | +9.8% | +24.5% | -14.7% | +0.3% |
| YTD | +15.9% | +5.8% | +10.1% | +12.1% |
| 1Y | +24.6% | +16.2% | +8.3% | +15.8% |
| 3Y | +75.5% | +28.5% | +47.1% | +51.9% |
| 5Y | +59.4% | -16.3% | +75.7% | +61.0% |
| All | +158.3% | +247.2% | -88.9% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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