+279.3%
FITE vs VT
+160.0%
+119.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | -7.2% | +2.4% | -9.6% | -9.3% |
| 6M | +18.2% | +12.0% | +6.2% | +5.3% |
| YTD | +26.6% | +15.3% | +11.3% | +9.4% |
| 1Y | +37.1% | +22.6% | +14.5% | +11.5% |
| 3Y | +118.5% | +74.7% | +43.8% | +24.6% |
| 5Y | +103.1% | +66.1% | +37.0% | +21.9% |
| All | +279.3% | +160.0% | +119.3% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling