+24.5%
VEA vs VMC
-14.0%
+38.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | -1.5% | -3.8% | +2.3% | -0.6% |
| 30D | -0.8% | -9.7% | +8.9% | +1.4% |
| 3M | +2.5% | -9.6% | +12.1% | +4.5% |
| 6M | +11.1% | -4.8% | +16.0% | +11.9% |
| YTD | +17.2% | -10.9% | +28.0% | +18.3% |
| 1Y | +24.5% | -15.6% | +40.1% | +26.6% |
| All | +24.5% | -14.0% | +38.5% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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