-49.4%
FIX vs VEA
-3.1%
-46.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +6.2% |
| 7D | -17.5% | -2.2% | -15.2% | -14.2% |
| 30D | -41.6% | -3.4% | -38.2% | -37.6% |
| 3M | -40.6% | -5.6% | -35.0% | -33.9% |
| 6M | -49.4% | -3.4% | -45.9% | -46.0% |
| All | -49.4% | -3.1% | -46.3% | -46.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling