+30.8%
XLV vs VEA
+75.8%
-45.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -3.6% | -1.5% | -2.1% | -3.0% |
| 30D | -1.8% | -0.8% | -1.0% | -1.5% |
| 3M | +7.8% | +2.5% | +5.3% | +6.4% |
| 6M | +9.1% | +11.1% | -2.0% | +3.1% |
| YTD | +7.7% | +17.2% | -9.4% | -1.2% |
| 1Y | +20.4% | +24.5% | -4.1% | +6.8% |
| 3Y | +30.8% | +75.4% | -44.7% | -3.1% |
| All | +30.8% | +75.8% | -45.0% | -3.1% |
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 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