+948.1%
FIX vs VEA
+49.6%
+898.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +6.0% |
| 7D | -17.5% | -2.2% | -15.2% | -15.2% |
| 30D | -41.6% | -3.4% | -38.2% | -38.8% |
| 3M | -40.6% | -5.6% | -35.0% | -35.8% |
| 6M | -49.4% | -3.4% | -45.9% | -46.3% |
| YTD | +9.2% | +9.7% | -0.5% | -0.3% |
| 1Y | +6.5% | +15.4% | -8.9% | -8.1% |
| 3Y | +448.7% | +68.5% | +380.2% | +216.9% |
| All | +948.1% | +49.6% | +898.5% | +608.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling