-0.5%
VZ vs VEA
-3.1%
+2.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -1.1% |
| 7D | +2.1% | -2.2% | +4.4% | +1.4% |
| 30D | +1.4% | -3.4% | +4.7% | +0.3% |
| 3M | -1.3% | -5.6% | +4.4% | -2.9% |
| 6M | -0.5% | -3.4% | +2.9% | -2.1% |
| All | -0.5% | -3.1% | +2.5% | -2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling