+277.0%
FITE vs VT
+150.9%
+126.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +2.5% |
| 7D | -0.6% | +0.4% | -1.0% | -0.9% |
| 30D | -5.3% | -2.6% | -2.7% | -2.4% |
| 3M | -7.4% | -3.2% | -4.1% | -3.9% |
| 6M | +8.0% | +0.9% | +7.1% | +7.6% |
| YTD | +25.9% | +11.3% | +14.6% | +13.2% |
| 1Y | +25.1% | +14.0% | +11.1% | +9.8% |
| 3Y | +128.8% | +75.8% | +53.0% | +30.1% |
| 5Y | +94.0% | +57.8% | +36.2% | +23.0% |
| All | +277.0% | +150.9% | +126.1% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling