+102.0%
VEA vs TE
-48.3%
+150.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.0% | -10.4% | -0.9% |
| 7D | +1.9% | +18.2% | -16.4% | +0.9% |
| 30D | +0.8% | -13.5% | +14.3% | +1.4% |
| 3M | +5.7% | -44.6% | +50.3% | +8.1% |
| 6M | +13.3% | -24.7% | +38.0% | +13.0% |
| YTD | +18.4% | -24.3% | +42.6% | +17.3% |
| 1Y | +27.0% | +155.6% | -128.6% | +16.0% |
| 3Y | +79.3% | -18.3% | +97.5% | +69.9% |
| 5Y | +62.1% | -41.3% | +103.4% | +54.3% |
| All | +102.0% | -48.3% | +150.2% | +94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling