+24.5%
VEA vs XYZ
+7.1%
+17.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.5% | -4.3% | +2.8% | -0.9% |
| 30D | -0.8% | +1.2% | -2.0% | -1.1% |
| 3M | +2.5% | +14.6% | -12.2% | +0.3% |
| 6M | +11.1% | +22.6% | -11.4% | +7.4% |
| YTD | +17.2% | +21.7% | -4.5% | +13.4% |
| 1Y | +24.5% | +6.7% | +17.8% | +22.9% |
| All | +24.5% | +7.1% | +17.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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