+17.1%
FITE vs VT
+10.1%
+7.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | -8.6% | -2.3% | -6.3% | -5.5% |
| 30D | -8.4% | -5.0% | -3.5% | -1.6% |
| 3M | -10.2% | -4.9% | -5.3% | -3.6% |
| 6M | +4.5% | -1.5% | +6.0% | +7.3% |
| YTD | +19.6% | +8.5% | +11.1% | +6.2% |
| All | +17.1% | +10.1% | +7.0% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling