+136.0%
XLC vs VEA
+105.3%
+30.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | +3.7% | +2.3% | +1.5% | +1.8% |
| 30D | -1.9% | +0.2% | -2.1% | -2.2% |
| 3M | -3.1% | -5.3% | +2.2% | +1.2% |
| 6M | -6.4% | -0.9% | -5.4% | -6.6% |
| YTD | -6.8% | +12.2% | -19.0% | -17.5% |
| 1Y | -1.7% | +16.1% | -17.8% | -15.6% |
| 3Y | +64.7% | +73.0% | -8.3% | -3.1% |
| 5Y | +41.1% | +53.7% | -12.6% | -7.4% |
| All | +136.0% | +105.3% | +30.7% | +15.3% |
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