+20.5%
VEA vs TRI
-22.4%
+43.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.4% | -4.3% | +2.4% |
| 7D | +0.7% | +1.0% | -0.3% | +0.8% |
| 30D | -0.4% | +20.8% | -21.2% | +0.7% |
| 3M | -1.7% | +8.1% | -9.8% | -1.1% |
| 6M | +5.1% | +24.2% | -19.1% | +7.3% |
| YTD | +14.4% | -7.8% | +22.2% | +20.5% |
| 1Y | +20.5% | -16.7% | +37.2% | +29.9% |
| All | +20.5% | -22.4% | +43.0% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling