+59.4%
VEA vs FND
-62.8%
+122.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | -2.1% | -5.1% | +3.0% | -1.2% |
| 30D | -1.1% | -22.5% | +21.5% | +3.5% |
| 3M | +5.1% | -5.0% | +10.1% | +5.3% |
| 6M | +9.8% | -21.5% | +31.3% | +13.4% |
| YTD | +15.9% | -23.0% | +39.0% | +19.7% |
| 1Y | +24.6% | -44.9% | +69.4% | +36.3% |
| 3Y | +75.5% | -50.0% | +125.5% | +89.6% |
| 5Y | +59.4% | -63.3% | +122.7% | +73.4% |
| All | +59.4% | -62.8% | +122.2% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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