+311.2%
FIDU vs VT
+246.5%
+64.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | -2.9% | -2.3% | -0.6% | -0.5% |
| 30D | -3.2% | -5.0% | +1.8% | +2.0% |
| 3M | -12.0% | -4.9% | -7.1% | -7.4% |
| 6M | -9.5% | -1.5% | -8.0% | -8.2% |
| YTD | +5.3% | +8.5% | -3.2% | -3.3% |
| 1Y | +6.9% | +11.4% | -4.4% | -4.5% |
| 3Y | +66.3% | +70.1% | -3.8% | -4.2% |
| 5Y | +61.4% | +53.7% | +7.7% | +3.2% |
| 10Y | +244.2% | +220.0% | +24.3% | +5.2% |
| All | +311.2% | +246.5% | +64.7% | +15.6% |
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