+65.8%
FIDI vs VT
+133.5%
-67.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +3.2% | -3.1% | +6.2% | +5.7% |
| 3M | -0.7% | -3.5% | +2.8% | +2.1% |
| 6M | +5.2% | +0.5% | +4.8% | +4.2% |
| YTD | +14.9% | +10.8% | +4.1% | +4.5% |
| 1Y | +20.0% | +11.9% | +8.1% | +8.1% |
| 3Y | +78.9% | +73.0% | +6.0% | +9.2% |
| 5Y | +70.6% | +58.6% | +12.0% | +11.8% |
| All | +65.8% | +133.5% | -67.8% | -25.8% |
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