+62.1%
VEA vs TPR
+230.0%
-167.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | +0.4% |
| 7D | +1.9% | -3.4% | +5.2% | +2.6% |
| 30D | +0.8% | -27.3% | +28.1% | +7.3% |
| 3M | +5.7% | -16.2% | +21.9% | +8.9% |
| 6M | +13.3% | -17.9% | +31.2% | +16.9% |
| YTD | +18.4% | -7.1% | +25.5% | +18.6% |
| 1Y | +27.0% | +13.6% | +13.3% | +21.1% |
| 3Y | +79.3% | +293.7% | -214.5% | +22.2% |
| 5Y | +62.1% | +239.1% | -177.0% | +10.8% |
| All | +62.1% | +230.0% | -167.8% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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