+15.8%
FIIG vs VT
+69.0%
-53.2%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -1.2% | +2.9% | -4.1% | -1.6% |
| 30D | +1.0% | -2.5% | +3.5% | +1.3% |
| 3M | -1.5% | -3.3% | +1.9% | -1.0% |
| 6M | -2.0% | +1.5% | -3.5% | -2.2% |
| YTD | -2.5% | +11.4% | -13.8% | -4.1% |
| 1Y | -1.8% | +11.9% | -13.7% | -3.5% |
| 3Y | +16.7% | +73.9% | -57.1% | +3.9% |
| All | +15.8% | +69.0% | -53.2% | +3.8% |
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