+118.5%
VEA vs SE
+589.8%
-471.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +1.0% | -6.1% | +7.0% | +1.7% |
| 30D | +1.9% | -2.5% | +4.4% | +2.0% |
| 3M | +3.2% | +21.7% | -18.5% | +0.4% |
| 6M | +10.2% | +27.0% | -16.8% | +6.3% |
| YTD | +18.9% | -12.1% | +31.0% | +19.4% |
| 1Y | +29.3% | -40.9% | +70.2% | +35.8% |
| 3Y | +76.8% | +191.0% | -114.2% | +49.7% |
| 5Y | +61.2% | -68.3% | +129.5% | +67.1% |
| All | +118.5% | +589.8% | -471.3% | +52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling