+153.0%
VLO vs VEA
+25.5%
+127.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.6% |
| 7D | +5.3% | -1.5% | +6.8% | +4.8% |
| 30D | +18.2% | -0.8% | +19.1% | +17.9% |
| 3M | +53.3% | +2.5% | +50.9% | +54.4% |
| 6M | +70.4% | +11.1% | +59.3% | +77.5% |
| YTD | +143.4% | +17.2% | +126.2% | +140.2% |
| 1Y | +153.0% | +24.5% | +128.5% | +143.7% |
| All | +153.0% | +25.5% | +127.5% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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