+158.3%
VEA vs NDAQ
+1,188.6%
-1,030.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.3% | +1.3% | +1.0% | +1.8% |
| 30D | +0.2% | +18.0% | -17.8% | -6.2% |
| 3M | -5.3% | +11.5% | -16.9% | -9.6% |
| 6M | -0.9% | +21.1% | -22.0% | -9.0% |
| YTD | +12.2% | +12.8% | -0.6% | +5.1% |
| 1Y | +16.1% | +25.7% | -9.6% | +4.1% |
| 3Y | +73.0% | +116.8% | -43.8% | +22.9% |
| 5Y | +53.7% | +67.3% | -13.5% | +19.1% |
| 10Y | +159.3% | +473.3% | -314.0% | +18.9% |
| All | +158.3% | +1,188.6% | -1,030.3% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling