+172.5%
VEA vs FITB
+155.9%
+16.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.3% |
| 7D | +1.9% | +2.8% | -1.0% | +1.3% |
| 30D | +0.8% | -4.5% | +5.3% | +1.7% |
| 3M | +5.7% | +5.7% | 0.0% | +4.3% |
| 6M | +13.3% | +17.1% | -3.8% | +9.3% |
| YTD | +18.4% | +18.3% | +0.1% | +13.8% |
| 1Y | +27.0% | +23.9% | +3.1% | +20.6% |
| 3Y | +79.3% | +131.1% | -51.8% | +47.6% |
| 5Y | +62.1% | +71.1% | -9.0% | +40.0% |
| 10Y | +160.3% | +283.9% | -123.6% | +81.5% |
| All | +172.5% | +155.9% | +16.6% | +92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling