+121.3%
VEA vs DOW
-15.4%
+136.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.5% |
| 7D | +1.9% | -2.9% | +4.8% | +2.6% |
| 30D | +0.8% | +2.0% | -1.2% | 0.0% |
| 3M | +5.7% | -12.5% | +18.2% | +8.9% |
| 6M | +13.3% | -9.2% | +22.5% | +13.6% |
| YTD | +18.4% | +30.8% | -12.4% | +5.0% |
| 1Y | +27.0% | +29.4% | -2.4% | +11.9% |
| 3Y | +79.3% | -34.6% | +113.8% | +93.9% |
| 5Y | +62.1% | -35.9% | +98.1% | +74.0% |
| All | +121.3% | -15.4% | +136.8% | +87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling