-80.9%
FIG vs VEA
+32.4%
-113.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.3% |
| 7D | -14.5% | +0.3% | -14.8% | -14.4% |
| 30D | -13.3% | +0.4% | -13.8% | -13.3% |
| 3M | +7.4% | +4.8% | +2.6% | +6.8% |
| 6M | -27.8% | +11.3% | -39.0% | -31.1% |
| YTD | -41.1% | +17.4% | -58.5% | -49.6% |
| 1Y | -58.7% | +26.2% | -84.9% | -68.1% |
| All | -80.9% | +32.4% | -113.4% | -85.1% |
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