+1,719.2%
XLK vs VEA
+163.7%
+1,555.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.4% |
| 7D | -0.4% | -2.1% | +1.7% | +1.4% |
| 30D | -0.5% | -1.1% | +0.6% | +0.4% |
| 3M | +5.0% | +5.1% | -0.1% | +1.0% |
| 6M | +32.9% | +9.8% | +23.1% | +23.2% |
| YTD | +29.0% | +15.9% | +13.0% | +14.2% |
| 1Y | +37.8% | +24.6% | +13.3% | +15.0% |
| 3Y | +118.7% | +75.5% | +43.1% | +37.9% |
| 5Y | +145.6% | +59.4% | +86.2% | +69.1% |
| 10Y | +791.5% | +160.3% | +631.2% | +328.1% |
| All | +1,719.2% | +163.7% | +1,555.6% | +712.2% |
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