+56.5%
VEA vs AS
+123.4%
-66.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +2.3% | -4.9% | +7.1% | +3.0% |
| 30D | +0.2% | +3.9% | -3.7% | -0.4% |
| 3M | -5.3% | -9.6% | +4.3% | -4.1% |
| 6M | -0.9% | -8.7% | +7.7% | 0.0% |
| YTD | +12.2% | -19.8% | +32.0% | +14.8% |
| 1Y | +16.1% | -1.5% | +17.6% | +15.7% |
| All | +56.5% | +123.4% | -66.9% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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