+3,644.4%
FIX vs VEA
+156.1%
+3,488.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.3% |
| 7D | -13.9% | 0.0% | -13.9% | -13.9% |
| 30D | -35.5% | -1.4% | -34.1% | -34.1% |
| 3M | -33.9% | -4.1% | -29.8% | -30.0% |
| 6M | -43.3% | -1.3% | -42.0% | -41.5% |
| YTD | +18.7% | +12.1% | +6.6% | +5.1% |
| 1Y | +13.8% | +16.1% | -2.3% | -3.2% |
| 3Y | +495.0% | +73.0% | +421.9% | +215.6% |
| 5Y | +1,049.0% | +55.1% | +993.9% | +599.0% |
| 10Y | +3,644.4% | +156.9% | +3,487.5% | +1,217.8% |
| All | +3,644.4% | +156.1% | +3,488.3% | +1,217.8% |
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 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