+142.2%
VXUS vs FN
+772.0%
-629.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | 0.0% |
| 7D | +0.5% | -4.1% | +4.6% | +0.8% |
| 30D | -2.5% | -28.3% | +25.8% | +1.5% |
| 3M | -4.6% | -33.9% | +29.2% | -0.2% |
| 6M | -2.6% | -43.9% | +41.3% | +3.2% |
| YTD | +10.4% | -23.4% | +33.8% | +9.8% |
| 1Y | +12.9% | -25.4% | +38.3% | +12.2% |
| 3Y | +68.4% | +107.9% | -39.5% | +33.1% |
| 5Y | +47.7% | +195.1% | -147.4% | +5.4% |
| 10Y | +142.2% | +794.1% | -651.9% | +40.3% |
| All | +142.2% | +772.0% | -629.7% | +40.3% |
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