+29.3%
VEA vs CB
+22.7%
+6.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.1% |
| 7D | +1.0% | +0.5% | +0.5% | +1.1% |
| 30D | +1.9% | -3.1% | +5.1% | +1.3% |
| 3M | +3.2% | +9.0% | -5.7% | +4.3% |
| 6M | +10.2% | +2.9% | +7.4% | +11.3% |
| YTD | +18.9% | +10.1% | +8.8% | +20.5% |
| 1Y | +29.3% | +22.8% | +6.5% | +31.7% |
| All | +29.3% | +22.7% | +6.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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