-93.2%
FAMI vs VT
+15.2%
-108.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.8% |
| 7D | -1.7% | -0.3% | -1.4% | -1.5% |
| 30D | -18.1% | -1.4% | -16.6% | -17.3% |
| 3M | -38.6% | -1.4% | -37.2% | -38.0% |
| 6M | -91.7% | +5.5% | -97.1% | -92.3% |
| YTD | -92.3% | +12.8% | -105.1% | -93.3% |
| 1Y | -93.2% | +15.4% | -108.6% | -94.2% |
| All | -93.2% | +15.2% | -108.4% | -94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling