+59.9%
VEA vs A
-14.3%
+74.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.3% |
| 7D | -1.5% | -2.6% | +1.2% | -0.7% |
| 30D | -0.8% | -0.9% | +0.1% | -0.7% |
| 3M | +2.5% | +13.6% | -11.2% | -1.5% |
| 6M | +11.1% | +27.8% | -16.7% | +2.5% |
| YTD | +17.2% | +8.6% | +8.5% | +13.4% |
| 1Y | +24.5% | +16.9% | +7.6% | +17.4% |
| 3Y | +75.4% | +32.9% | +42.5% | +53.8% |
| All | +59.9% | -14.3% | +74.2% | +54.5% |
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