+112.9%
FOXA vs VEU
+72.0%
+41.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.3% | +2.5% |
| 7D | -3.7% | -1.9% | -1.8% | -3.1% |
| 30D | +5.4% | -0.7% | +6.1% | +5.6% |
| 3M | -3.7% | +4.9% | -8.6% | -5.9% |
| 6M | +12.6% | +9.8% | +2.7% | +7.3% |
| YTD | -10.0% | +15.3% | -25.3% | -17.0% |
| 1Y | +15.0% | +23.0% | -8.0% | +1.7% |
| All | +112.9% | +72.0% | +41.0% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling