+253.9%
XLI vs VEA
+165.0%
+88.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.1% |
| 7D | -1.7% | -1.5% | -0.2% | -0.3% |
| 30D | -7.3% | -0.8% | -6.4% | -6.6% |
| 3M | -1.3% | +2.5% | -3.8% | -3.8% |
| 6M | +2.2% | +11.1% | -8.9% | -8.1% |
| YTD | +11.7% | +17.2% | -5.5% | -4.7% |
| 1Y | +14.3% | +24.5% | -10.2% | -8.1% |
| 3Y | +70.3% | +75.4% | -5.1% | -2.9% |
| 5Y | +82.3% | +61.1% | +21.2% | +12.9% |
| All | +253.9% | +165.0% | +88.9% | +39.1% |
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