+161.1%
VEA vs MSCI
+809.1%
-648.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -1.3% | -1.9% | +0.6% | -0.7% |
| 30D | 0.0% | +16.5% | -16.5% | -4.5% |
| 3M | -3.6% | +18.2% | -21.8% | -8.5% |
| 6M | -0.5% | +14.0% | -14.5% | -5.3% |
| YTD | +13.0% | +16.6% | -3.6% | +6.1% |
| 1Y | +16.3% | +14.8% | +1.4% | +9.7% |
| 3Y | +74.4% | +33.3% | +41.2% | +52.9% |
| 5Y | +55.8% | +9.1% | +46.8% | +41.7% |
| 10Y | +161.1% | +820.4% | -659.3% | +25.5% |
| All | +161.1% | +809.1% | -648.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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