+158.3%
VEA vs ALB
+84.6%
+73.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.7% |
| 7D | -2.1% | -7.6% | +5.5% | -0.7% |
| 30D | -1.1% | -5.6% | +4.5% | -0.2% |
| 3M | +5.1% | -16.8% | +21.9% | +8.1% |
| 6M | +9.8% | -26.3% | +36.1% | +14.5% |
| YTD | +15.9% | -13.2% | +29.2% | +16.5% |
| 1Y | +24.6% | +68.8% | -44.2% | +9.2% |
| 3Y | +75.5% | -30.7% | +106.2% | +73.5% |
| 5Y | +59.4% | -46.3% | +105.7% | +59.4% |
| All | +158.3% | +84.6% | +73.7% | +69.5% |
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