+60.9%
VEA vs W
-62.3%
+123.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +0.3% | +5.9% | -5.6% | -0.2% |
| 30D | +0.4% | -3.0% | +3.5% | +0.7% |
| 3M | +4.8% | +40.3% | -35.5% | +0.6% |
| 6M | +11.3% | +32.2% | -21.0% | +7.0% |
| YTD | +17.4% | -0.3% | +17.7% | +15.4% |
| 1Y | +26.2% | +16.2% | +10.0% | +21.6% |
| 3Y | +77.7% | +40.7% | +37.0% | +60.5% |
| 5Y | +60.9% | -62.3% | +123.3% | +47.6% |
| All | +60.9% | -62.3% | +123.2% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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