+986.4%
VLO vs VEA
+155.2%
+831.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | +2.3% | +7.4% | +7.0% |
| 30D | -17.4% | +0.2% | -17.6% | -17.9% |
| 3M | +10.8% | -5.3% | +16.1% | +16.5% |
| 6M | +56.9% | -0.9% | +57.9% | +55.0% |
| YTD | +136.8% | +12.2% | +124.6% | +97.7% |
| 1Y | +120.7% | +16.1% | +104.6% | +77.1% |
| 3Y | +231.9% | +73.0% | +158.9% | +65.9% |
| 5Y | +479.0% | +53.7% | +425.3% | +224.9% |
| 10Y | +792.2% | +159.3% | +632.9% | +195.1% |
| All | +986.4% | +155.2% | +831.2% | +258.7% |
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 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