+68.8%
FIDI vs VT
+143.1%
-74.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.1% | +0.4% | +0.7% | +0.8% |
| 30D | +1.8% | +1.0% | +0.8% | +0.9% |
| 3M | +6.8% | +2.4% | +4.4% | +4.4% |
| 6M | +8.8% | +12.0% | -3.2% | -1.7% |
| YTD | +17.0% | +15.3% | +1.7% | +3.1% |
| 1Y | +26.9% | +22.6% | +4.3% | +6.0% |
| 3Y | +76.8% | +74.7% | +2.1% | +7.4% |
| 5Y | +76.9% | +66.1% | +10.8% | +11.6% |
| All | +68.8% | +143.1% | -74.4% | -26.8% |
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 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