+79.3%
VEA vs CI
+4.2%
+75.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.3% |
| 7D | +1.9% | -2.0% | +3.9% | +2.0% |
| 30D | +0.8% | -1.8% | +2.6% | +0.9% |
| 3M | +5.7% | -4.2% | +9.9% | +5.9% |
| 6M | +13.3% | +2.7% | +10.6% | +12.8% |
| YTD | +18.4% | +1.9% | +16.5% | +17.9% |
| 1Y | +27.0% | -6.3% | +33.2% | +27.0% |
| 3Y | +79.3% | +3.9% | +75.4% | +78.9% |
| All | +79.3% | +4.2% | +75.0% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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