+77.3%
VEA vs SE
+190.0%
-112.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | +1.9% | +0.6% | +1.3% | +1.8% |
| 30D | +0.8% | -0.1% | +0.9% | +0.6% |
| 3M | +5.7% | +34.1% | -28.4% | +1.9% |
| 6M | +13.3% | +23.2% | -9.9% | +9.9% |
| YTD | +18.4% | -11.2% | +29.6% | +18.5% |
| 1Y | +27.0% | -40.5% | +67.5% | +32.4% |
| All | +77.3% | +190.0% | -112.7% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling