+240.3%
VZ vs VEA
+170.4%
+69.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.4% |
| 30D | +7.9% | +1.9% | +5.9% | +6.9% |
| 3M | +13.6% | +3.2% | +10.4% | +11.5% |
| 6M | +1.1% | +10.2% | -9.1% | -4.3% |
| YTD | +29.3% | +18.9% | +10.4% | +17.6% |
| 1Y | +21.2% | +29.3% | -8.1% | +5.8% |
| 3Y | +75.9% | +76.8% | -0.9% | +30.3% |
| 5Y | +24.1% | +61.2% | -37.1% | -5.0% |
| 10Y | +62.4% | +163.3% | -100.9% | -6.3% |
| All | +240.3% | +170.4% | +69.8% | +84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling