+217.4%
VZ vs VEA
+156.9%
+60.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | -0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +2.0% |
| 30D | +10.6% | -0.7% | +11.2% | +10.8% |
| 3M | -0.6% | -3.9% | +3.3% | +0.9% |
| 6M | +0.7% | -0.6% | +1.3% | +0.2% |
| YTD | +20.6% | +12.9% | +7.7% | +12.1% |
| 1Y | +22.7% | +18.4% | +4.3% | +11.4% |
| 3Y | +57.2% | +75.3% | -18.0% | +16.4% |
| 5Y | +21.4% | +54.3% | -32.9% | -5.4% |
| 10Y | +65.5% | +158.0% | -92.5% | -4.1% |
| All | +217.4% | +156.9% | +60.6% | +75.9% |
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