-5.8%
XLC vs VEA
+20.4%
-26.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +2.8% |
| 7D | +1.8% | +0.7% | +1.1% | +1.5% |
| 30D | -6.0% | -0.4% | -5.5% | -5.9% |
| 3M | -6.0% | -1.7% | -4.3% | -5.6% |
| 6M | -9.1% | +5.1% | -14.2% | -11.1% |
| YTD | -10.0% | +14.4% | -24.5% | -16.9% |
| 1Y | -5.8% | +20.5% | -26.3% | -16.1% |
| All | -5.8% | +20.4% | -26.2% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling