-47.2%
FIAT vs VT
+44.5%
-91.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -2.6% | +0.4% | -3.0% | -1.5% |
| 30D | -17.3% | +1.0% | -18.3% | -15.4% |
| 3M | -13.0% | +2.4% | -15.4% | -7.8% |
| 6M | +0.4% | +12.0% | -11.6% | +28.1% |
| YTD | -1.5% | +15.3% | -16.9% | +34.9% |
| 1Y | +15.8% | +22.6% | -6.8% | +80.3% |
| All | -47.2% | +44.5% | -91.6% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling