-31.2%
FIAT vs VT
+39.1%
-70.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +0.5% |
| 7D | +3.3% | +2.4% | +0.9% | +8.1% |
| 30D | +25.0% | -1.5% | +26.5% | +22.7% |
| 3M | +8.8% | -4.1% | +12.9% | +2.2% |
| 6M | +29.5% | +0.6% | +29.0% | +34.7% |
| YTD | +28.2% | +11.0% | +17.1% | +65.5% |
| 1Y | +50.8% | +13.3% | +37.4% | +103.4% |
| All | -31.2% | +39.1% | -70.3% | +42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling