+156.9%
VEA vs FN
+772.0%
-615.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.0% | -0.1% |
| 7D | 0.0% | -4.1% | +4.1% | +0.3% |
| 30D | -1.4% | -28.3% | +26.9% | +2.6% |
| 3M | -4.1% | -33.9% | +29.8% | +0.3% |
| 6M | -1.3% | -43.9% | +42.6% | +4.5% |
| YTD | +12.1% | -23.4% | +35.5% | +11.4% |
| 1Y | +16.1% | -25.4% | +41.5% | +15.3% |
| 3Y | +73.0% | +107.9% | -34.9% | +36.5% |
| 5Y | +55.1% | +195.1% | -140.0% | +10.5% |
| 10Y | +156.9% | +794.1% | -637.2% | +49.6% |
| All | +156.9% | +772.0% | -615.0% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling