+146.3%
VXUS vs FN
+763.2%
-616.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | -0.3% |
| 7D | +2.3% | +20.8% | -18.5% | -0.6% |
| 30D | -2.2% | -17.3% | +15.1% | -0.3% |
| 3M | -5.4% | -38.1% | +32.7% | 0.0% |
| 6M | -1.2% | -44.2% | +43.0% | +4.8% |
| YTD | +10.4% | -22.3% | +32.7% | +9.5% |
| 1Y | +11.8% | -20.9% | +32.8% | +10.2% |
| 3Y | +68.4% | +111.1% | -42.7% | +32.7% |
| 5Y | +45.9% | +191.8% | -146.0% | +4.2% |
| All | +146.3% | +763.2% | -616.9% | +41.6% |
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