+33.8%
FCT vs VT
+74.0%
-40.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.6% | +2.0% | -1.4% | 0.0% |
| 30D | +0.9% | +2.0% | -1.1% | +0.3% |
| 3M | +1.2% | +3.9% | -2.7% | -0.1% |
| 6M | +2.4% | +9.3% | -6.9% | -0.9% |
| YTD | +3.1% | +14.7% | -11.6% | -2.0% |
| 1Y | +7.5% | +24.5% | -16.9% | -1.1% |
| All | +33.8% | +74.0% | -40.1% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling