-66.3%
FATN vs VT
+44.0%
-110.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | -14.1% | -2.3% | -11.8% | -12.5% |
| 30D | -11.2% | -5.0% | -6.2% | -8.0% |
| 3M | -30.9% | -4.9% | -26.0% | -28.4% |
| 6M | +42.2% | -1.5% | +43.7% | +45.8% |
| YTD | +116.8% | +8.5% | +108.3% | +113.9% |
| 1Y | +32.7% | +11.4% | +21.4% | +32.3% |
| All | -66.3% | +44.0% | -110.3% | -36.3% |
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