+163.6%
VEA vs MSCI
+615.8%
-452.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -1.0% |
| 7D | +0.3% | -1.1% | +1.4% | +0.6% |
| 30D | +0.4% | -1.2% | +1.6% | +0.7% |
| 3M | +4.8% | -8.4% | +13.2% | +6.8% |
| 6M | +11.3% | -1.0% | +12.3% | +10.3% |
| YTD | +17.4% | -2.3% | +19.6% | +16.3% |
| 1Y | +26.2% | -1.2% | +27.4% | +24.1% |
| 3Y | +77.7% | +7.9% | +69.8% | +66.2% |
| 5Y | +60.9% | -10.1% | +71.0% | +54.9% |
| 10Y | +163.6% | +631.0% | -467.4% | +34.3% |
| All | +163.6% | +615.8% | -452.2% | +34.3% |
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