+5,993.3%
FIX vs VEA
+159.8%
+5,833.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.9% |
| 7D | +6.1% | +1.9% | +4.2% | +3.6% |
| 30D | -2.7% | +0.8% | -3.4% | -3.6% |
| 3M | -10.9% | +5.7% | -16.6% | -16.1% |
| 6M | +29.0% | +13.3% | +15.7% | +11.8% |
| YTD | +76.9% | +18.4% | +58.5% | +45.8% |
| 1Y | +130.7% | +27.0% | +103.8% | +75.5% |
| 3Y | +790.7% | +79.3% | +711.4% | +352.6% |
| 5Y | +2,185.6% | +62.1% | +2,123.4% | +1,216.3% |
| 10Y | +5,993.3% | +160.3% | +5,833.0% | +2,039.3% |
| All | +5,993.3% | +159.8% | +5,833.5% | +2,039.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling