+170.2%
VEA vs DE
+1,492.3%
-1,322.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.6% |
| 7D | +0.3% | -3.0% | +3.3% | +1.6% |
| 30D | +0.4% | +11.1% | -10.7% | -4.2% |
| 3M | +4.8% | +17.6% | -12.8% | -2.7% |
| 6M | +11.3% | +13.6% | -2.3% | +4.3% |
| YTD | +17.4% | +46.3% | -28.9% | -1.8% |
| 1Y | +26.2% | +44.2% | -18.0% | +5.8% |
| 3Y | +77.7% | +76.6% | +1.2% | +33.2% |
| 5Y | +60.9% | +98.2% | -37.3% | +9.9% |
| 10Y | +163.6% | +863.5% | -699.9% | -21.2% |
| All | +170.2% | +1,492.3% | -1,322.1% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 all: compounded portfolio wealth divided by compounded DE 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…
all analysis · Full analysis span regression · 6 months rolling