+60.9%
VEA vs FDX
+63.0%
-2.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +0.3% | -2.3% | +2.6% | +0.8% |
| 30D | +0.4% | -4.9% | +5.3% | +1.5% |
| 3M | +4.8% | -6.5% | +11.3% | +6.2% |
| 6M | +11.3% | +6.7% | +4.6% | +9.2% |
| YTD | +17.4% | +33.9% | -16.5% | +9.4% |
| 1Y | +26.2% | +72.2% | -46.0% | +11.0% |
| 3Y | +77.7% | +60.2% | +17.5% | +54.5% |
| 5Y | +60.9% | +62.9% | -2.0% | +32.6% |
| All | +60.9% | +63.0% | -2.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 5y: compounded portfolio wealth divided by compounded FDX 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…
5y analysis · Full analysis span regression · 6 months rolling