+24.6%
VEA vs AR
+22.8%
+1.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.2% |
| 7D | -2.1% | -1.3% | -0.8% | -2.2% |
| 30D | -1.1% | +3.5% | -4.6% | -0.8% |
| 3M | +5.1% | +9.9% | -4.8% | +5.9% |
| 6M | +9.8% | +4.5% | +5.2% | +9.8% |
| YTD | +15.9% | +13.7% | +2.3% | +15.4% |
| 1Y | +24.6% | +19.2% | +5.3% | +23.8% |
| All | +24.6% | +22.8% | +1.7% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling