+106.2%
VEA vs SE
+363.8%
-257.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.9% |
| 3M | -5.3% | -38.9% | +33.5% | +0.1% |
| 6M | -0.9% | -19.4% | +18.5% | +0.9% |
| YTD | +12.2% | -40.9% | +53.1% | +17.9% |
| 1Y | +16.1% | -46.2% | +62.3% | +23.2% |
| 3Y | +73.0% | +63.7% | +9.3% | +57.1% |
| 5Y | +53.7% | -77.9% | +131.6% | +66.2% |
| All | +106.2% | +363.8% | -257.6% | +50.7% |
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