+161.1%
VEA vs AA
+122.9%
+38.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | -3.4% | +2.0% | -0.9% |
| 30D | -0.8% | -5.8% | +4.9% | +0.1% |
| 3M | +2.5% | -29.9% | +32.4% | +8.4% |
| 6M | +11.1% | -27.0% | +38.2% | +15.9% |
| YTD | +17.2% | -8.7% | +25.9% | +16.9% |
| 1Y | +24.5% | +50.6% | -26.1% | +13.0% |
| 3Y | +75.4% | +74.1% | +1.4% | +48.8% |
| 5Y | +61.1% | +2.6% | +58.5% | +41.8% |
| All | +161.1% | +122.9% | +38.2% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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