+25.3%
FDIV vs VT
+72.9%
-47.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.0% |
| 7D | +3.8% | -0.3% | +4.1% | +4.0% |
| 30D | +9.4% | -1.4% | +10.8% | +10.4% |
| 3M | +2.6% | -1.4% | +4.0% | +3.5% |
| 6M | +6.1% | +5.5% | +0.7% | +1.7% |
| YTD | +7.8% | +12.8% | -5.0% | -1.9% |
| 1Y | +12.8% | +15.4% | -2.6% | +0.8% |
| 3Y | +28.7% | +76.9% | -48.1% | -21.2% |
| All | +25.3% | +72.9% | -47.6% | -22.5% |
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