+24.6%
VEA vs SE
-43.9%
+68.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -2.1% | -4.8% | +2.7% | -1.6% |
| 30D | -1.1% | -18.1% | +17.1% | +0.8% |
| 3M | +5.1% | +30.6% | -25.6% | +1.5% |
| 6M | +9.8% | +20.8% | -11.0% | +6.3% |
| YTD | +15.9% | -15.6% | +31.5% | +15.7% |
| 1Y | +24.6% | -44.2% | +68.8% | +27.1% |
| All | +24.6% | -43.9% | +68.5% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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