+67.9%
VEA vs EXE
+165.2%
-97.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +2.3% | +5.3% | -3.1% | +1.5% |
| 30D | +0.2% | -2.2% | +2.4% | +0.5% |
| 3M | -5.3% | -5.9% | +0.5% | -4.7% |
| 6M | -0.9% | -5.7% | +4.8% | -0.4% |
| YTD | +12.2% | -17.8% | +30.0% | +14.7% |
| 1Y | +16.1% | -23.1% | +39.2% | +19.9% |
| 3Y | +73.0% | +21.2% | +51.8% | +63.9% |
| 5Y | +53.7% | +78.8% | -25.1% | +37.5% |
| All | +67.9% | +165.2% | -97.3% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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