+159.8%
VXUS vs FN
+1,212.6%
-1,052.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -14.2% | +10.6% | -1.6% |
| 7D | -3.4% | -16.0% | +12.6% | -1.3% |
| 30D | -5.8% | -40.1% | +34.3% | +0.9% |
| 3M | -6.4% | -43.9% | +37.5% | +0.5% |
| 6M | -2.5% | -55.6% | +53.1% | +7.2% |
| YTD | +7.9% | -35.7% | +43.5% | +10.4% |
| 1Y | +11.5% | -39.8% | +51.3% | +14.7% |
| 3Y | +63.4% | +80.3% | -16.8% | +33.7% |
| 5Y | +42.9% | +143.3% | -100.4% | +8.1% |
| 10Y | +138.9% | +682.3% | -543.4% | +43.3% |
| All | +159.8% | +1,212.6% | -1,052.7% | +29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling