+54.9%
XLE vs VEA
+79.2%
-24.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | 0.0% | +1.9% | -1.9% | -0.6% |
| 30D | +12.6% | +0.8% | +11.9% | +12.3% |
| 3M | +11.8% | +5.7% | +6.1% | +9.4% |
| 6M | +16.1% | +13.3% | +2.8% | +9.1% |
| YTD | +46.9% | +18.4% | +28.5% | +33.7% |
| 1Y | +53.3% | +27.0% | +26.3% | +33.2% |
| 3Y | +54.9% | +79.3% | -24.3% | +7.7% |
| All | +54.9% | +79.2% | -24.2% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling