-56.6%
FIG vs VEA
+24.3%
-80.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | -12.2% | -2.1% | -10.1% | -12.2% |
| 30D | -11.0% | -1.1% | -9.9% | -11.0% |
| 3M | +11.9% | +5.1% | +6.8% | +10.3% |
| 6M | -21.9% | +9.8% | -31.7% | -25.8% |
| YTD | -40.8% | +15.9% | -56.7% | -51.9% |
| 1Y | -56.6% | +24.6% | -81.2% | -70.7% |
| All | -56.6% | +24.3% | -80.9% | -70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling