+161.1%
VEA vs IT
+103.1%
+58.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | 0.0% |
| 7D | -1.5% | -3.7% | +2.2% | -0.8% |
| 30D | -0.8% | +0.1% | -0.9% | -1.1% |
| 3M | +2.5% | +20.7% | -18.2% | -3.3% |
| 6M | +11.1% | +12.0% | -0.8% | +5.8% |
| YTD | +17.2% | -28.8% | +46.0% | +24.2% |
| 1Y | +24.5% | -25.5% | +50.0% | +29.6% |
| 3Y | +75.4% | -48.8% | +124.2% | +96.7% |
| 5Y | +61.1% | -42.7% | +103.8% | +70.6% |
| All | +161.1% | +103.1% | +58.0% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling