-65.1%
FATN vs VT
+47.0%
-112.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.3% |
| 7D | -12.0% | -0.1% | -11.9% | -11.6% |
| 30D | -12.5% | -3.1% | -9.5% | -10.6% |
| 3M | -30.0% | -3.5% | -26.5% | -28.3% |
| 6M | +44.1% | +0.5% | +43.7% | +45.8% |
| YTD | +124.8% | +10.8% | +114.0% | +118.5% |
| 1Y | +50.8% | +11.9% | +38.9% | +46.9% |
| All | -65.1% | +47.0% | -112.1% | -34.9% |
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