+62.1%
VEA vs STT
+150.3%
-88.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +1.9% | +2.2% | -0.3% | +1.1% |
| 30D | +0.8% | +3.9% | -3.1% | -0.6% |
| 3M | +5.7% | +19.2% | -13.5% | -0.5% |
| 6M | +13.3% | +60.4% | -47.1% | -3.6% |
| YTD | +18.4% | +51.5% | -33.1% | +2.4% |
| 1Y | +27.0% | +76.3% | -49.3% | +4.2% |
| 3Y | +79.3% | +200.7% | -121.5% | +20.9% |
| 5Y | +62.1% | +157.5% | -95.3% | +8.7% |
| All | +62.1% | +150.3% | -88.2% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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