+79.3%
VEA vs ALB
-27.5%
+106.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.7% |
| 7D | +1.9% | -4.4% | +6.3% | +2.4% |
| 30D | +0.8% | -1.2% | +1.9% | +0.8% |
| 3M | +5.7% | -13.3% | +19.0% | +7.2% |
| 6M | +13.3% | -19.8% | +33.1% | +15.3% |
| YTD | +18.4% | -7.9% | +26.3% | +18.1% |
| 1Y | +27.0% | +60.2% | -33.2% | +17.3% |
| 3Y | +79.3% | -26.4% | +105.7% | +78.4% |
| All | +79.3% | -27.5% | +106.7% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling