+179.2%
XLE vs VEA
+161.1%
+18.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.4% | +2.3% | +3.2% | +3.1% |
| 30D | -3.9% | +0.2% | -4.1% | -4.5% |
| 3M | +7.0% | -5.3% | +12.4% | +12.0% |
| 6M | +14.2% | -0.9% | +15.1% | +12.7% |
| YTD | +48.2% | +12.2% | +36.0% | +25.5% |
| 1Y | +47.7% | +16.1% | +31.6% | +20.4% |
| 3Y | +70.0% | +73.0% | -3.0% | -13.9% |
| 5Y | +169.1% | +53.7% | +115.4% | +55.8% |
| All | +179.2% | +161.1% | +18.0% | -6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling