+54.0%
VEA vs SE
-78.2%
+132.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +2.3% | -0.5% | +2.8% | +2.3% |
| 30D | +0.2% | -20.9% | +21.1% | +2.8% |
| 3M | -5.3% | -38.9% | +33.5% | -0.2% |
| 6M | -0.9% | -19.4% | +18.5% | +0.8% |
| YTD | +12.2% | -40.9% | +53.1% | +17.6% |
| 1Y | +16.1% | -46.2% | +62.3% | +22.8% |
| 3Y | +73.0% | +63.7% | +9.3% | +58.4% |
| All | +54.0% | -78.2% | +132.1% | +55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling