+119.0%
VEA vs DOW
-17.0%
+136.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.6% |
| 7D | -1.5% | -1.4% | -0.1% | -1.1% |
| 30D | -0.8% | -3.9% | +3.1% | +0.1% |
| 3M | +2.5% | -12.7% | +15.1% | +5.7% |
| 6M | +11.1% | -13.7% | +24.8% | +13.1% |
| YTD | +17.2% | +28.4% | -11.2% | +4.4% |
| 1Y | +24.5% | +21.8% | +2.8% | +11.9% |
| 3Y | +75.4% | -35.7% | +111.1% | +90.6% |
| 5Y | +61.1% | -36.8% | +97.9% | +73.4% |
| All | +119.0% | -17.0% | +136.0% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling