+81.0%
FITE vs VT
+53.2%
+27.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.7% |
| 7D | -13.2% | -4.2% | -9.0% | -8.7% |
| 30D | -12.3% | -5.8% | -6.5% | -5.8% |
| 3M | -12.1% | -5.2% | -6.8% | -6.2% |
| 6M | +4.5% | +0.1% | +4.4% | +4.9% |
| YTD | +17.3% | +8.2% | +9.1% | +7.9% |
| 1Y | +15.6% | +10.1% | +5.5% | +4.4% |
| 3Y | +112.0% | +69.7% | +42.3% | +20.8% |
| 5Y | +81.0% | +53.4% | +27.6% | +15.0% |
| All | +81.0% | +53.2% | +27.8% | +15.0% |
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