+26.2%
VEA vs CMS
-0.2%
+26.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +0.3% | +0.2% | +0.2% | +0.3% |
| 30D | +0.4% | -1.3% | +1.7% | +0.4% |
| 3M | +4.8% | -5.4% | +10.2% | +4.4% |
| 6M | +11.3% | -10.3% | +21.6% | +11.9% |
| YTD | +17.4% | -0.2% | +17.6% | +17.5% |
| 1Y | +26.2% | -0.9% | +27.1% | +26.9% |
| All | +26.2% | -0.2% | +26.4% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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