+55.1%
VEA vs CAPR
+151.3%
-96.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.9% | +9.2% | -0.7% |
| 7D | 0.0% | +7.6% | -7.7% | -0.1% |
| 30D | -1.4% | +13.3% | -14.7% | -1.5% |
| 3M | -4.1% | +130.4% | -134.5% | -4.8% |
| 6M | -1.3% | -70.8% | +69.5% | -1.0% |
| YTD | +12.1% | -69.3% | +81.3% | +12.4% |
| 1Y | +16.1% | +59.5% | -43.5% | +12.9% |
| 3Y | +73.0% | +216.8% | -143.8% | +56.5% |
| 5Y | +55.1% | +152.7% | -97.6% | +35.5% |
| All | +55.1% | +151.3% | -96.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 5y: compounded portfolio wealth divided by compounded CAPR 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…
5y analysis · Full analysis span regression · 6 months rolling