+20.2%
VZ vs VEA
+49.6%
-29.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.1% | -2.2% | +4.4% | +2.5% |
| 30D | +1.4% | -3.4% | +4.7% | +1.9% |
| 3M | -1.3% | -5.6% | +4.4% | -0.3% |
| 6M | -0.5% | -3.4% | +2.9% | -0.2% |
| YTD | +19.6% | +9.7% | +9.9% | +15.5% |
| 1Y | +22.4% | +15.4% | +7.0% | +16.4% |
| 3Y | +55.9% | +68.5% | -12.6% | +30.5% |
| All | +20.2% | +49.6% | -29.4% | +0.4% |
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