+14,805.4%
FIX vs VEA
+170.4%
+14,634.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.5% |
| 7D | +6.0% | +1.0% | +5.1% | +5.0% |
| 30D | -7.2% | +1.9% | -9.2% | -9.0% |
| 3M | -15.9% | +3.2% | -19.1% | -17.7% |
| 6M | +12.7% | +10.2% | +2.5% | +4.0% |
| YTD | +72.8% | +18.9% | +53.9% | +48.4% |
| 1Y | +122.9% | +29.3% | +93.6% | +77.2% |
| 3Y | +774.3% | +76.8% | +697.6% | +423.3% |
| 5Y | +2,049.5% | +61.2% | +1,988.2% | +1,305.6% |
| 10Y | +5,821.5% | +163.3% | +5,658.2% | +2,458.6% |
| All | +14,805.4% | +170.4% | +14,634.9% | +5,836.7% |
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