+54.0%
VEA vs A
+11.8%
+42.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.3% | -0.5% | +2.7% | +2.4% |
| 30D | +0.2% | 0.0% | +0.2% | +0.2% |
| 3M | -5.3% | +16.7% | -22.0% | -9.5% |
| 6M | -0.9% | +54.8% | -55.8% | -13.3% |
| YTD | +12.2% | +28.8% | -16.6% | +3.4% |
| 1Y | +16.1% | +19.3% | -3.2% | +9.4% |
| 3Y | +73.0% | +65.5% | +7.4% | +42.0% |
| All | +54.0% | +11.8% | +42.2% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling