+39.9%
FDTX vs VT
+21.4%
+18.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.1% |
| 7D | +2.6% | +1.0% | +1.6% | +0.7% |
| 30D | -0.7% | -0.2% | -0.4% | -0.1% |
| 3M | +0.2% | +4.5% | -4.4% | -6.7% |
| 6M | +43.4% | +14.1% | +29.3% | +17.0% |
| YTD | +34.3% | +14.8% | +19.6% | +8.6% |
| 1Y | +39.9% | +21.2% | +18.7% | +4.4% |
| All | +39.9% | +21.4% | +18.5% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling