+105.3%
FITE vs VT
+66.2%
+39.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.0% | +0.4% | -3.5% | -3.5% |
| 30D | -5.1% | +1.0% | -6.1% | -6.1% |
| 3M | -7.2% | +2.4% | -9.6% | -9.5% |
| 6M | +18.2% | +12.0% | +6.2% | +4.2% |
| YTD | +26.6% | +15.3% | +11.3% | +8.0% |
| 1Y | +37.1% | +22.6% | +14.5% | +9.6% |
| 3Y | +118.5% | +74.7% | +43.8% | +19.7% |
| All | +105.3% | +66.2% | +39.1% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling