+343.3%
FIDU vs VT
+268.4%
+74.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.4% | -1.1% | -1.1% |
| 30D | -5.8% | +1.0% | -6.8% | -6.8% |
| 3M | -2.3% | +2.4% | -4.7% | -4.7% |
| 6M | -0.5% | +12.0% | -12.5% | -11.5% |
| YTD | +13.5% | +15.3% | -1.8% | -2.1% |
| 1Y | +17.0% | +22.6% | -5.6% | -5.3% |
| 3Y | +67.1% | +74.7% | -7.6% | -6.2% |
| 5Y | +79.9% | +66.1% | +13.8% | +6.1% |
| 10Y | +253.0% | +225.0% | +28.0% | +5.8% |
| All | +343.3% | +268.4% | +74.9% | +17.0% |
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