+9,318.0%
FIX vs VEA
+149.5%
+9,168.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +5.9% |
| 7D | -17.5% | -2.2% | -15.2% | -15.7% |
| 30D | -41.6% | -3.4% | -38.2% | -39.4% |
| 3M | -40.6% | -5.6% | -35.0% | -36.9% |
| 6M | -49.4% | -3.4% | -45.9% | -46.9% |
| YTD | +9.2% | +9.7% | -0.5% | +1.8% |
| 1Y | +6.5% | +15.4% | -8.9% | -5.2% |
| 3Y | +448.7% | +68.5% | +380.2% | +245.6% |
| 5Y | +948.7% | +49.6% | +899.1% | +640.3% |
| 10Y | +3,659.7% | +154.3% | +3,505.4% | +1,599.3% |
| All | +9,318.0% | +149.5% | +9,168.5% | +3,973.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling