+59.9%
VEA vs SPXU
-86.1%
+146.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.4% |
| 7D | -1.5% | +2.5% | -3.9% | -0.8% |
| 30D | -0.8% | +4.2% | -5.0% | +0.4% |
| 3M | +2.5% | -9.3% | +11.7% | +0.4% |
| 6M | +11.1% | -30.7% | +41.8% | +2.7% |
| YTD | +17.2% | -28.1% | +45.3% | +9.7% |
| 1Y | +24.5% | -35.2% | +59.8% | +14.2% |
| 3Y | +75.4% | -79.9% | +155.4% | +27.1% |
| All | +59.9% | -86.1% | +146.0% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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