+59.9%
VEA vs FITB
+68.5%
-8.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.9% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | -0.8% | -5.7% | +4.8% | +0.8% |
| 3M | +2.5% | +3.2% | -0.7% | +1.3% |
| 6M | +11.1% | +23.4% | -12.3% | +4.2% |
| YTD | +17.2% | +18.8% | -1.6% | +10.7% |
| 1Y | +24.5% | +25.0% | -0.5% | +15.6% |
| 3Y | +75.4% | +131.2% | -55.8% | +32.0% |
| All | +59.9% | +68.5% | -8.7% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling