+122.2%
FAN vs VT
+215.5%
-93.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.2% |
| 7D | +5.5% | -2.3% | +7.8% | +7.7% |
| 30D | +3.7% | -5.0% | +8.7% | +8.6% |
| 3M | -2.6% | -4.9% | +2.3% | +2.0% |
| 6M | -15.0% | -1.5% | -13.5% | -13.8% |
| YTD | +13.0% | +8.5% | +4.5% | +4.9% |
| 1Y | +13.9% | +11.4% | +2.5% | +3.2% |
| 3Y | +67.5% | +70.1% | -2.6% | +2.3% |
| 5Y | +18.6% | +53.7% | -35.2% | -20.8% |
| All | +122.2% | +215.5% | -93.3% | -23.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling