+960.3%
VLO vs VEA
+170.4%
+789.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.5% |
| 7D | +5.2% | +1.0% | +4.3% | +4.1% |
| 30D | +22.6% | +1.9% | +20.6% | +19.8% |
| 3M | +43.8% | +3.2% | +40.6% | +37.4% |
| 6M | +65.7% | +10.2% | +55.5% | +43.2% |
| YTD | +131.1% | +18.9% | +112.2% | +82.6% |
| 1Y | +143.6% | +29.3% | +114.3% | +74.5% |
| 3Y | +201.4% | +76.8% | +124.6% | +48.4% |
| 5Y | +568.9% | +61.2% | +507.7% | +259.3% |
| 10Y | +891.8% | +163.3% | +728.5% | +225.2% |
| All | +960.3% | +170.4% | +789.9% | +231.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling