+59.9%
VEA vs JAAA
+26.5%
+33.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.5% | +0.1% | -1.5% | -1.6% |
| 30D | -0.8% | +0.5% | -1.4% | -1.6% |
| 3M | +2.5% | +1.3% | +1.2% | +0.6% |
| 6M | +11.1% | +2.8% | +8.4% | +6.8% |
| YTD | +17.2% | +3.3% | +13.9% | +11.9% |
| 1Y | +24.5% | +4.9% | +19.6% | +16.4% |
| 3Y | +75.4% | +19.0% | +56.5% | +49.0% |
| All | +59.9% | +26.5% | +33.4% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling