+59.9%
VEA vs PSX
+362.1%
-302.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -1.5% | +1.7% | -3.2% | -1.7% |
| 30D | -0.8% | +15.6% | -16.5% | -3.1% |
| 3M | +2.5% | +46.5% | -44.0% | -3.8% |
| 6M | +11.1% | +55.0% | -43.9% | +2.8% |
| YTD | +17.2% | +105.3% | -88.1% | +2.4% |
| 1Y | +24.5% | +101.6% | -77.1% | +8.9% |
| 3Y | +75.4% | +134.1% | -58.7% | +45.6% |
| All | +59.9% | +362.1% | -302.3% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling