+161.1%
VEA vs O
+54.0%
+107.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | -2.9% | +1.4% | -0.5% |
| 30D | -0.8% | -4.5% | +3.7% | +0.7% |
| 3M | +2.5% | -2.6% | +5.1% | +3.1% |
| 6M | +11.1% | -5.6% | +16.8% | +12.9% |
| YTD | +17.2% | +9.3% | +7.9% | +13.3% |
| 1Y | +24.5% | +4.3% | +20.2% | +22.2% |
| 3Y | +75.4% | +27.4% | +48.0% | +59.3% |
| 5Y | +61.1% | +17.1% | +44.0% | +49.8% |
| All | +161.1% | +54.0% | +107.0% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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