+39.3%
XLC vs VEA
+57.9%
-18.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.6% |
| 7D | -1.7% | -2.1% | +0.4% | 0.0% |
| 30D | +0.2% | -1.1% | +1.3% | +1.0% |
| 3M | +0.7% | +5.1% | -4.4% | -3.8% |
| 6M | -4.5% | +9.8% | -14.2% | -12.6% |
| YTD | -4.7% | +15.9% | -20.7% | -17.4% |
| 1Y | -1.5% | +24.6% | -26.1% | -20.2% |
| 3Y | +72.2% | +75.5% | -3.3% | -0.3% |
| 5Y | +39.3% | +59.4% | -20.1% | -11.8% |
| All | +39.3% | +57.9% | -18.6% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling