+279.9%
FITE vs VT
+152.6%
+127.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +0.2% |
| 7D | +1.1% | -0.7% | +1.8% | +2.0% |
| 30D | -2.3% | -1.7% | -0.5% | -0.2% |
| 3M | -8.0% | -2.3% | -5.7% | -5.5% |
| 6M | +7.6% | +1.5% | +6.0% | +6.4% |
| YTD | +26.8% | +12.0% | +14.8% | +13.2% |
| 1Y | +24.7% | +12.9% | +11.8% | +10.6% |
| 3Y | +127.4% | +74.9% | +52.5% | +29.9% |
| 5Y | +98.6% | +59.9% | +38.7% | +24.3% |
| All | +279.9% | +152.6% | +127.3% | +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