-94.9%
FIRY vs VT
+169.7%
-264.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | +2.9% | +0.4% | +2.5% | +1.8% |
| 30D | +2.5% | +1.0% | +1.6% | +0.2% |
| 3M | +5.5% | +2.4% | +3.1% | -0.8% |
| 6M | +193.6% | +12.0% | +181.6% | +121.6% |
| YTD | +135.0% | +15.3% | +119.7% | +66.4% |
| 1Y | +36.9% | +22.6% | +14.3% | -16.8% |
| 3Y | +23.8% | +74.7% | -50.8% | -69.9% |
| 5Y | -95.8% | +66.1% | -162.0% | -98.6% |
| All | -94.9% | +169.7% | -264.6% | -98.7% |
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