+173.7%
VEA vs NDAQ
+1,047.0%
-873.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.2% |
| 7D | +1.0% | -2.4% | +3.4% | +1.9% |
| 30D | +1.9% | +2.5% | -0.5% | +0.9% |
| 3M | +3.2% | +9.9% | -6.7% | -1.2% |
| 6M | +10.2% | +9.4% | +0.8% | +5.3% |
| YTD | +18.9% | +0.4% | +18.5% | +16.9% |
| 1Y | +29.3% | +4.0% | +25.3% | +25.1% |
| 3Y | +76.8% | +94.4% | -17.6% | +31.1% |
| 5Y | +61.2% | +56.7% | +4.5% | +28.2% |
| 10Y | +163.3% | +375.3% | -212.0% | +30.2% |
| All | +173.7% | +1,047.0% | -873.3% | -18.0% |
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