+172.8%
FCFS vs VT
+66.2%
+106.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | +8.7% | +1.0% | +7.7% | +8.0% |
| 3M | +1.6% | +2.4% | -0.7% | 0.0% |
| 6M | +16.1% | +12.0% | +4.1% | +7.0% |
| YTD | +42.4% | +15.3% | +27.1% | +28.3% |
| 1Y | +50.9% | +22.6% | +28.3% | +29.9% |
| 3Y | +154.6% | +74.7% | +79.9% | +63.1% |
| All | +172.8% | +66.2% | +106.6% | +75.5% |
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