+4.7%
FND vs VEU
-1.0%
+5.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.1% |
| 7D | -6.8% | +2.1% | -8.9% | -9.0% |
| 30D | +8.0% | -0.9% | +8.9% | +9.1% |
| 3M | -18.9% | -5.4% | -13.6% | -13.9% |
| 6M | +4.7% | -1.8% | +6.5% | +6.5% |
| All | +4.7% | -1.0% | +5.7% | +6.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling