+953.6%
VRT vs VEA
+60.9%
+892.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -8.1% |
| 7D | +2.4% | +0.3% | +2.1% | +2.1% |
| 30D | -2.7% | +0.4% | -3.1% | -3.1% |
| 3M | -9.2% | +4.8% | -14.0% | -15.0% |
| 6M | -0.5% | +11.3% | -11.8% | -16.1% |
| YTD | +62.3% | +17.4% | +45.0% | +25.6% |
| 1Y | +109.6% | +26.2% | +83.4% | +44.1% |
| 3Y | +573.1% | +77.7% | +495.3% | +164.4% |
| 5Y | +953.6% | +60.9% | +892.7% | +368.2% |
| All | +953.6% | +60.9% | +892.8% | +368.2% |
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