+160.3%
VEA vs FN
+882.3%
-722.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.7% |
| 7D | +1.9% | +3.5% | -1.7% | +1.3% |
| 30D | +0.8% | -26.0% | +26.7% | +4.8% |
| 3M | +5.7% | -33.3% | +38.9% | +10.8% |
| 6M | +13.3% | -14.9% | +28.2% | +13.1% |
| YTD | +18.4% | -8.6% | +27.0% | +15.9% |
| 1Y | +27.0% | +12.3% | +14.6% | +19.4% |
| 3Y | +79.3% | +174.4% | -95.1% | +36.4% |
| 5Y | +62.1% | +296.4% | -234.3% | +11.0% |
| 10Y | +160.3% | +890.0% | -729.8% | +47.1% |
| All | +160.3% | +882.3% | -722.1% | +47.1% |
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