+73.0%
VEA vs EIX
+10.6%
+62.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +2.3% | +1.4% | +0.9% | +2.1% |
| 30D | +0.2% | +8.5% | -8.3% | -0.8% |
| 3M | -5.3% | -13.5% | +8.1% | -4.1% |
| 6M | -0.9% | -12.4% | +11.4% | -0.1% |
| YTD | +12.2% | +5.9% | +6.3% | +9.2% |
| 1Y | +16.1% | +7.6% | +8.5% | +12.6% |
| 3Y | +73.0% | +12.8% | +60.2% | +58.4% |
| All | +73.0% | +10.6% | +62.4% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling