+161.1%
VEA vs AU
+699.0%
-537.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -1.5% | -4.3% | +2.8% | -1.0% |
| 30D | -0.8% | +7.3% | -8.1% | -1.6% |
| 3M | +2.5% | +26.3% | -23.9% | -0.2% |
| 6M | +11.1% | +1.8% | +9.4% | +10.1% |
| YTD | +17.2% | +26.8% | -9.6% | +13.5% |
| 1Y | +24.5% | +66.7% | -42.2% | +17.4% |
| 3Y | +75.4% | +579.1% | -503.6% | +44.5% |
| 5Y | +61.1% | +689.3% | -628.2% | +29.6% |
| All | +161.1% | +699.0% | -537.9% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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