+141.6%
VEA vs FND
+58.4%
+83.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.4% |
| 7D | +1.9% | +0.4% | +1.5% | +1.8% |
| 30D | +0.8% | -23.6% | +24.3% | +5.8% |
| 3M | +5.7% | +4.3% | +1.4% | +4.0% |
| 6M | +13.3% | -20.3% | +33.6% | +16.9% |
| YTD | +18.4% | -21.3% | +39.7% | +22.0% |
| 1Y | +27.0% | -45.4% | +72.3% | +39.6% |
| 3Y | +79.3% | -48.9% | +128.1% | +93.6% |
| 5Y | +62.1% | -61.0% | +123.2% | +77.2% |
| All | +141.6% | +58.4% | +83.2% | +103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling