+49.9%
VEA vs D
+15.5%
+34.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -2.2% | +3.0% | -5.2% | -2.8% |
| 30D | -3.4% | +11.5% | -14.8% | -5.5% |
| 3M | -5.6% | +3.7% | -9.4% | -6.4% |
| 6M | -3.4% | +13.5% | -17.0% | -6.2% |
| YTD | +9.7% | +20.7% | -11.0% | +5.0% |
| 1Y | +15.4% | +18.2% | -2.9% | +10.8% |
| 3Y | +68.5% | +73.3% | -4.8% | +46.8% |
| All | +49.9% | +15.5% | +34.4% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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