+16.1%
VEA vs CB
+28.5%
-12.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | +0.2% |
| 7D | +2.3% | +2.9% | -0.7% | +2.9% |
| 30D | +0.2% | +7.3% | -7.1% | +1.8% |
| 3M | -5.3% | +9.4% | -14.7% | -3.4% |
| 6M | -0.9% | +19.6% | -20.6% | +2.6% |
| YTD | +12.2% | +21.5% | -9.3% | +16.8% |
| 1Y | +16.1% | +28.0% | -11.9% | +21.3% |
| All | +16.1% | +28.5% | -12.4% | +21.3% |
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