+177.8%
XLE vs VEA
+165.0%
+12.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.7% | -0.7% |
| 7D | +1.7% | -1.5% | +3.1% | +3.1% |
| 30D | +6.7% | -0.8% | +7.6% | +7.4% |
| 3M | +14.9% | +2.5% | +12.4% | +11.1% |
| 6M | +15.9% | +11.1% | +4.8% | +0.8% |
| YTD | +47.7% | +17.2% | +30.5% | +20.7% |
| 1Y | +50.7% | +24.5% | +26.2% | +14.9% |
| 3Y | +57.9% | +75.4% | -17.5% | -20.3% |
| 5Y | +227.0% | +61.1% | +165.9% | +81.6% |
| All | +177.8% | +165.0% | +12.8% | -11.5% |
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