+24.5%
VEA vs PSX
+103.3%
-78.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | -1.5% | +1.7% | -3.2% | -1.3% |
| 30D | -0.8% | +15.6% | -16.5% | +0.2% |
| 3M | +2.5% | +46.5% | -44.0% | +5.4% |
| 6M | +11.1% | +55.0% | -43.9% | +14.1% |
| YTD | +17.2% | +105.3% | -88.1% | +17.2% |
| 1Y | +24.5% | +101.6% | -77.1% | +24.4% |
| All | +24.5% | +103.3% | -78.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling