+20.5%
VEA vs NDAQ
+28.8%
-8.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.9% |
| 7D | +0.7% | +3.9% | -3.2% | +0.4% |
| 30D | -0.4% | +19.0% | -19.4% | -1.6% |
| 3M | -1.7% | +17.6% | -19.3% | -2.8% |
| 6M | +5.1% | +21.0% | -15.9% | +4.0% |
| YTD | +14.4% | +14.1% | +0.3% | +13.6% |
| 1Y | +20.5% | +29.4% | -8.9% | +14.2% |
| All | +20.5% | +28.8% | -8.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling