+25.5%
VZ vs VEA
+61.3%
-35.8%
-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% | -1.3% | -1.0% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | +7.9% | +1.9% | +5.9% | +7.5% |
| 3M | +13.6% | +3.2% | +10.4% | +12.7% |
| 6M | +1.1% | +10.2% | -9.1% | -1.4% |
| YTD | +29.3% | +18.9% | +10.4% | +23.0% |
| 1Y | +21.2% | +29.3% | -8.1% | +12.4% |
| 3Y | +75.9% | +76.8% | -0.9% | +46.5% |
| All | +25.5% | +61.3% | -35.8% | +4.1% |
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