+170.2%
VEA vs TRI
+290.0%
-119.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | 0.0% |
| 7D | +0.3% | -8.4% | +8.7% | +4.0% |
| 30D | +0.4% | -6.5% | +6.9% | +2.8% |
| 3M | +4.8% | +18.6% | -13.8% | -6.4% |
| 6M | +11.3% | -10.4% | +21.7% | +11.6% |
| YTD | +17.4% | -23.7% | +41.1% | +25.2% |
| 1Y | +26.2% | -42.5% | +68.7% | +56.3% |
| 3Y | +77.7% | -19.3% | +97.0% | +76.5% |
| 5Y | +60.9% | -9.7% | +70.6% | +47.0% |
| 10Y | +163.6% | +194.4% | -30.9% | +13.2% |
| All | +170.2% | +290.0% | -119.8% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling