+494.2%
FIX vs VEA
+74.1%
+420.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +9.4% | +2.3% | +7.2% | +5.9% |
| 30D | -27.8% | +0.2% | -28.0% | -27.7% |
| 3M | -35.6% | -5.3% | -30.2% | -29.4% |
| 6M | -45.2% | -0.9% | -44.3% | -43.6% |
| YTD | +19.5% | +12.2% | +7.3% | +2.3% |
| 1Y | +24.2% | +16.1% | +8.1% | +1.3% |
| 3Y | +494.2% | +73.0% | +421.2% | +155.0% |
| All | +494.2% | +74.1% | +420.1% | +155.0% |
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