+147.3%
VXUS vs FN
+900.0%
-752.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | 0.0% |
| 7D | +1.0% | -1.7% | +2.7% | +1.3% |
| 30D | +2.2% | -22.0% | +24.2% | +5.5% |
| 3M | +3.0% | -43.0% | +46.0% | +10.5% |
| 6M | +10.7% | -27.7% | +38.4% | +13.2% |
| YTD | +17.8% | -10.5% | +28.4% | +15.8% |
| 1Y | +27.6% | +12.5% | +15.1% | +20.0% |
| 3Y | +73.3% | +153.8% | -80.5% | +33.9% |
| 5Y | +54.3% | +288.0% | -233.7% | +6.0% |
| All | +147.3% | +900.0% | -752.7% | +37.8% |
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