+60.9%
VEA vs ED
+66.4%
-5.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.8% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +0.4% | +1.9% | -1.5% | +0.2% |
| 3M | +4.8% | +1.9% | +3.0% | +4.4% |
| 6M | +11.3% | -2.3% | +13.5% | +11.4% |
| YTD | +17.4% | +10.9% | +6.5% | +14.8% |
| 1Y | +26.2% | +14.5% | +11.7% | +22.5% |
| 3Y | +77.7% | +33.4% | +44.3% | +63.8% |
| 5Y | +60.9% | +67.3% | -6.4% | +44.5% |
| All | +60.9% | +66.4% | -5.4% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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