+59.4%
VEA vs VMC
+47.2%
+12.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -2.1% | -3.7% | +1.6% | -0.9% |
| 30D | -1.1% | -12.8% | +11.7% | +3.4% |
| 3M | +5.1% | -7.9% | +13.0% | +7.4% |
| 6M | +9.8% | -7.5% | +17.3% | +11.9% |
| YTD | +15.9% | -11.6% | +27.6% | +19.3% |
| 1Y | +24.6% | -14.3% | +38.8% | +29.3% |
| 3Y | +75.5% | +18.5% | +57.0% | +58.1% |
| 5Y | +59.4% | +46.8% | +12.6% | +29.5% |
| All | +59.4% | +47.2% | +12.2% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling