+122.9%
FIX vs VEA
+29.8%
+93.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.1% |
| 7D | +6.0% | +1.0% | +5.1% | +4.2% |
| 30D | -7.2% | +1.9% | -9.2% | -10.4% |
| 3M | -15.9% | +3.2% | -19.1% | -19.9% |
| 6M | +12.7% | +10.2% | +2.5% | -3.8% |
| YTD | +72.8% | +18.9% | +53.9% | +22.8% |
| 1Y | +122.9% | +29.3% | +93.6% | +32.8% |
| All | +122.9% | +29.8% | +93.1% | +32.8% |
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