+59.9%
VEA vs WY
-22.2%
+82.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.5% | -4.2% | +2.7% | -0.1% |
| 30D | -0.8% | -10.1% | +9.3% | +2.6% |
| 3M | +2.5% | -8.5% | +11.0% | +5.0% |
| 6M | +11.1% | -3.3% | +14.5% | +11.6% |
| YTD | +17.2% | -4.4% | +21.6% | +17.6% |
| 1Y | +24.5% | -11.5% | +36.0% | +28.2% |
| 3Y | +75.4% | -24.3% | +99.7% | +87.9% |
| All | +59.9% | -22.2% | +82.1% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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