+614.6%
VLO vs VEA
+60.9%
+553.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | +6.2% | +0.3% | +5.9% | +6.0% |
| 30D | +23.5% | +0.4% | +23.1% | +23.1% |
| 3M | +53.9% | +4.8% | +49.0% | +49.3% |
| 6M | +81.7% | +11.3% | +70.4% | +67.7% |
| YTD | +142.5% | +17.4% | +125.1% | +114.2% |
| 1Y | +145.4% | +26.2% | +119.2% | +105.2% |
| 3Y | +197.3% | +77.7% | +119.6% | +90.7% |
| 5Y | +614.6% | +60.9% | +553.7% | +406.7% |
| All | +614.6% | +60.9% | +553.7% | +406.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling