-54.8%
FATN vs VT
+53.1%
-107.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.2% |
| 7D | -4.4% | +0.4% | -4.8% | -4.6% |
| 30D | -11.2% | +1.0% | -12.2% | -11.7% |
| 3M | -22.1% | +2.4% | -24.5% | -22.9% |
| 6M | +239.3% | +12.0% | +227.3% | +219.9% |
| YTD | +190.6% | +15.3% | +175.3% | +174.9% |
| 1Y | -4.6% | +22.6% | -27.1% | -5.4% |
| All | -54.8% | +53.1% | -107.9% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling