+140.2%
FCFS vs VT
+60.6%
+79.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.8% |
| 7D | +1.7% | -0.3% | +2.1% | +2.0% |
| 30D | -8.5% | -1.4% | -7.1% | -7.4% |
| 3M | -9.8% | -1.4% | -8.5% | -8.8% |
| 6M | -12.4% | +5.5% | -17.8% | -15.5% |
| YTD | +22.1% | +12.8% | +9.2% | +11.8% |
| 1Y | +22.0% | +15.4% | +6.6% | +10.0% |
| 3Y | +83.3% | +76.9% | +6.5% | +15.6% |
| 5Y | +140.2% | +60.4% | +79.8% | +55.5% |
| All | +140.2% | +60.6% | +79.6% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling