+22.4%
FDIV vs VT
+76.8%
-54.3%
-18.6%
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 | -0.7% | +0.4% | -1.2% | -1.0% |
| 30D | +0.3% | +1.0% | -0.7% | -0.4% |
| 3M | +3.5% | +2.4% | +1.1% | +1.6% |
| 6M | +0.6% | +12.0% | -11.4% | -7.6% |
| YTD | +5.3% | +15.3% | -10.0% | -5.5% |
| 1Y | +6.7% | +22.6% | -15.9% | -8.9% |
| All | +22.4% | +76.8% | -54.3% | -25.3% |
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 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