+55.1%
VEA vs CI
+53.6%
+1.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.1% |
| 7D | 0.0% | +2.6% | -2.6% | -0.3% |
| 30D | -1.4% | +7.3% | -8.7% | -2.3% |
| 3M | -4.1% | +9.5% | -13.6% | -5.2% |
| 6M | -1.3% | +6.4% | -7.7% | -2.4% |
| YTD | +12.1% | +12.0% | +0.1% | +10.0% |
| 1Y | +16.1% | +20.1% | -4.0% | +12.7% |
| 3Y | +73.0% | +9.6% | +63.4% | +67.7% |
| 5Y | +55.1% | +52.7% | +2.4% | +32.3% |
| All | +55.1% | +53.6% | +1.5% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling