+448.7%
FIX vs VEA
+67.5%
+381.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +6.1% |
| 7D | -17.5% | -2.2% | -15.2% | -14.7% |
| 30D | -41.6% | -3.4% | -38.2% | -38.2% |
| 3M | -40.6% | -5.6% | -35.0% | -34.8% |
| 6M | -49.4% | -3.4% | -45.9% | -45.8% |
| YTD | +9.2% | +9.7% | -0.5% | -3.4% |
| 1Y | +6.5% | +15.4% | -8.9% | -12.2% |
| 3Y | +448.7% | +68.5% | +380.2% | +148.3% |
| All | +448.7% | +67.5% | +381.3% | +148.3% |
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 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