+156.9%
VEA vs AR
+52.4%
+104.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +1.8% |
| 7D | 0.0% | -5.8% | +5.7% | +0.4% |
| 30D | -1.4% | +4.8% | -6.2% | -1.9% |
| 3M | -4.1% | +1.5% | -5.6% | -4.4% |
| 6M | -1.3% | +4.7% | -6.0% | -2.0% |
| YTD | +12.1% | +9.2% | +2.9% | +10.5% |
| 1Y | +16.1% | +11.2% | +4.9% | +14.1% |
| 3Y | +73.0% | +46.2% | +26.8% | +64.0% |
| 5Y | +55.1% | +98.1% | -42.9% | +41.4% |
| 10Y | +156.9% | +54.5% | +102.4% | +127.9% |
| All | +156.9% | +52.4% | +104.5% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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