+134.8%
VXUS vs FN
+753.0%
-618.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.7% | -11.5% | -1.5% |
| 7D | -1.8% | 0.0% | -1.7% | -2.2% |
| 30D | -4.6% | -34.3% | +29.7% | +0.7% |
| 3M | -6.1% | -39.9% | +33.8% | -0.3% |
| 6M | -4.9% | -51.8% | +46.9% | +3.1% |
| YTD | +8.1% | -28.1% | +36.2% | +8.5% |
| 1Y | +12.1% | -29.1% | +41.2% | +12.3% |
| 3Y | +63.9% | +102.4% | -38.6% | +29.8% |
| 5Y | +43.1% | +171.7% | -128.5% | +3.6% |
| All | +134.8% | +753.0% | -618.3% | +36.9% |
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