+3,466.9%
FICO vs VT
+356.1%
+3,110.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +4.7% | -1.6% | +6.3% | +6.6% |
| 30D | +9.5% | -2.5% | +12.0% | +12.4% |
| 3M | -30.7% | -1.3% | -29.4% | -29.9% |
| 6M | -30.0% | +3.1% | -33.1% | -33.6% |
| YTD | -57.2% | +10.9% | -68.1% | -62.8% |
| 1Y | -56.1% | +12.1% | -68.2% | -62.4% |
| 3Y | -22.1% | +73.9% | -96.0% | -60.0% |
| 5Y | +88.6% | +58.0% | +30.7% | +9.5% |
| 10Y | +529.6% | +225.5% | +304.1% | +72.9% |
| All | +3,466.9% | +356.1% | +3,110.8% | +565.4% |
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