+826.4%
FN vs VEU
+147.4%
+679.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +8.3% |
| 7D | +16.3% | +0.8% | +15.5% | +15.8% |
| 30D | -24.7% | -1.6% | -23.1% | -22.4% |
| 3M | -34.9% | -4.2% | -30.8% | -30.3% |
| 6M | -41.1% | -1.5% | -39.6% | -38.4% |
| YTD | -19.6% | +11.7% | -31.3% | -26.9% |
| 1Y | -18.5% | +15.6% | -34.1% | -28.4% |
| 3Y | +119.1% | +71.7% | +47.4% | +25.6% |
| 5Y | +206.9% | +49.5% | +157.5% | +105.4% |
| 10Y | +826.4% | +145.6% | +680.8% | +349.4% |
| All | +826.4% | +147.4% | +679.0% | +349.4% |
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