+27.0%
VEA vs PL
+131.1%
-104.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | +1.9% | -7.5% | +9.4% | +2.3% |
| 30D | +0.8% | -25.6% | +26.3% | +2.5% |
| 3M | +5.7% | -45.6% | +51.3% | +9.0% |
| 6M | +13.3% | -29.5% | +42.8% | +15.8% |
| YTD | +18.4% | -9.7% | +28.1% | +19.4% |
| 1Y | +27.0% | +84.4% | -57.4% | +23.7% |
| All | +27.0% | +131.1% | -104.2% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling