+162.3%
VEA vs ALB
+35.8%
+126.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -1.3% | +1.1% | -2.3% | -1.5% |
| 30D | 0.0% | -2.6% | +2.5% | +0.3% |
| 3M | -3.6% | -25.6% | +22.0% | +1.2% |
| 6M | -0.5% | -54.0% | +53.5% | +13.5% |
| YTD | +13.0% | -31.6% | +44.6% | +18.3% |
| 1Y | +16.3% | -6.6% | +22.8% | +14.4% |
| 3Y | +74.4% | -14.0% | +88.4% | +63.0% |
| 5Y | +55.8% | -62.5% | +118.4% | +67.5% |
| All | +162.3% | +35.8% | +126.5% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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