+61.1%
VZ vs VEA
+159.8%
-98.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +0.2% | +1.9% | -1.6% | -0.4% |
| 30D | +7.1% | +0.8% | +6.4% | +6.8% |
| 3M | +12.8% | +5.7% | +7.1% | +10.5% |
| 6M | +1.8% | +13.3% | -11.5% | -3.1% |
| YTD | +30.0% | +18.4% | +11.6% | +21.4% |
| 1Y | +24.3% | +27.0% | -2.6% | +13.0% |
| 3Y | +84.3% | +79.3% | +5.0% | +45.1% |
| 5Y | +25.9% | +62.1% | -36.2% | +2.4% |
| 10Y | +61.1% | +160.3% | -99.2% | +3.6% |
| All | +61.1% | +159.8% | -98.8% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling