+251.5%
FITE vs VT
+144.0%
+107.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -2.1% |
| 7D | -13.2% | -4.2% | -9.0% | -9.1% |
| 30D | -12.3% | -5.8% | -6.5% | -6.4% |
| 3M | -12.1% | -5.2% | -6.8% | -6.7% |
| 6M | +4.5% | +0.1% | +4.4% | +4.9% |
| YTD | +17.3% | +8.2% | +9.1% | +8.7% |
| 1Y | +15.6% | +10.1% | +5.5% | +5.3% |
| 3Y | +112.0% | +69.7% | +42.3% | +25.1% |
| 5Y | +81.0% | +53.4% | +27.6% | +18.3% |
| All | +251.5% | +144.0% | +107.5% | +43.6% |
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