+75.7%
VEA vs EW
+16.4%
+59.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.8% |
| 7D | +0.3% | -5.1% | +5.4% | +1.0% |
| 30D | +0.4% | -6.4% | +6.8% | +1.3% |
| 3M | +4.8% | -1.6% | +6.4% | +4.9% |
| 6M | +11.3% | +2.3% | +9.0% | +10.7% |
| YTD | +17.4% | +1.1% | +16.3% | +16.9% |
| 1Y | +26.2% | +8.0% | +18.2% | +24.7% |
| All | +75.7% | +16.4% | +59.3% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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