+899.0%
WMT vs VEA
+167.0%
+732.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -0.2% | +0.3% | -0.6% | -0.4% |
| 30D | -5.8% | +0.4% | -6.3% | -6.0% |
| 3M | -10.8% | +4.8% | -15.6% | -12.6% |
| 6M | -14.3% | +11.3% | -25.6% | -18.2% |
| YTD | -4.4% | +17.4% | -21.8% | -10.7% |
| 1Y | +4.3% | +26.2% | -21.9% | -5.3% |
| 3Y | +100.1% | +77.7% | +22.3% | +58.4% |
| 5Y | +130.8% | +60.9% | +69.9% | +88.1% |
| 10Y | +433.7% | +163.6% | +270.1% | +254.6% |
| All | +899.0% | +167.0% | +732.0% | +544.6% |
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