+49.2%
FIAT vs VT
+12.2%
+36.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +1.6% |
| 7D | +2.4% | +2.9% | -0.5% | +8.3% |
| 30D | +28.2% | -2.5% | +30.8% | +23.4% |
| 3M | +5.3% | -3.3% | +8.6% | +0.4% |
| 6M | +31.5% | +1.5% | +29.9% | +38.9% |
| YTD | +26.8% | +11.4% | +15.4% | +64.9% |
| All | +49.2% | +12.2% | +36.9% | +104.2% |
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