+10,204.1%
FIX vs VEA
+156.9%
+10,047.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.9% | +6.5% | +6.5% |
| 7D | -7.2% | +0.4% | -7.6% | -7.6% |
| 30D | -35.1% | -0.7% | -34.5% | -34.5% |
| 3M | -34.3% | -3.9% | -30.4% | -31.3% |
| 6M | -42.9% | -0.6% | -42.4% | -41.8% |
| YTD | +19.5% | +12.9% | +6.5% | +8.4% |
| 1Y | +16.8% | +18.4% | -1.6% | +1.5% |
| 3Y | +506.7% | +75.3% | +431.4% | +268.2% |
| 5Y | +1,046.7% | +54.3% | +992.4% | +686.2% |
| 10Y | +3,800.0% | +158.0% | +3,641.9% | +1,636.8% |
| All | +10,204.1% | +156.9% | +10,047.2% | +4,236.1% |
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