+75.7%
VEA vs FITB
+128.2%
-52.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +0.3% | -0.4% | +0.7% | +0.4% |
| 30D | +0.4% | -5.1% | +5.6% | +1.7% |
| 3M | +4.8% | +3.5% | +1.3% | +3.7% |
| 6M | +11.3% | +17.2% | -6.0% | +6.5% |
| YTD | +17.4% | +17.6% | -0.3% | +11.9% |
| 1Y | +26.2% | +23.4% | +2.8% | +18.6% |
| All | +75.7% | +128.2% | -52.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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