+73.6%
VEA vs TE
-27.3%
+100.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -1.0% |
| 7D | -2.1% | +0.9% | -3.0% | -2.1% |
| 30D | -1.1% | -16.3% | +15.2% | -0.5% |
| 3M | +5.1% | -40.8% | +45.8% | +6.6% |
| 6M | +9.8% | -42.6% | +52.4% | +10.8% |
| YTD | +15.9% | -31.4% | +47.4% | +15.9% |
| 1Y | +24.6% | +144.9% | -120.4% | +18.2% |
| All | +73.6% | -27.3% | +100.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling