+73.0%
VEA vs EXC
+31.9%
+41.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.1% |
| 7D | +2.3% | +1.4% | +0.9% | +2.2% |
| 30D | +0.2% | +8.6% | -8.4% | -0.2% |
| 3M | -5.3% | +2.4% | -7.7% | -5.5% |
| 6M | -0.9% | +6.5% | -7.4% | -1.5% |
| YTD | +12.2% | +9.0% | +3.2% | +11.2% |
| 1Y | +16.1% | +4.6% | +11.5% | +15.6% |
| 3Y | +73.0% | +33.5% | +39.5% | +65.0% |
| All | +73.0% | +31.9% | +41.1% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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