+6,034.5%
FIX vs VEU
+150.1%
+5,884.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.0% |
| 7D | +3.5% | +0.3% | +3.2% | +3.1% |
| 30D | -3.5% | +0.7% | -4.2% | -4.2% |
| 3M | -11.8% | +4.7% | -16.5% | -15.7% |
| 6M | +17.8% | +11.6% | +6.2% | +4.4% |
| YTD | +73.3% | +16.8% | +56.5% | +46.1% |
| 1Y | +128.1% | +24.9% | +103.2% | +78.5% |
| 3Y | +772.7% | +75.7% | +696.9% | +363.3% |
| 5Y | +2,166.4% | +56.1% | +2,110.3% | +1,285.1% |
| 10Y | +6,034.5% | +153.6% | +5,880.8% | +2,334.1% |
| All | +6,034.5% | +150.1% | +5,884.4% | +2,334.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling