+60.9%
VEA vs PL
+46.6%
+14.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +14.5% | -11.6% | +1.8% |
| 7D | +0.4% | +10.9% | -10.5% | -0.5% |
| 30D | -0.7% | -16.4% | +15.7% | +0.5% |
| 3M | -3.9% | -39.9% | +36.1% | -0.5% |
| 6M | -0.6% | -63.2% | +62.6% | +6.0% |
| YTD | +12.9% | -27.1% | +40.1% | +12.9% |
| 1Y | +18.4% | +12.2% | +6.2% | +13.6% |
| 3Y | +75.3% | +584.3% | -509.0% | +34.7% |
| 5Y | +54.3% | +37.0% | +17.3% | +28.9% |
| All | +60.9% | +46.6% | +14.2% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling