+83.1%
FIVA vs VT
+58.5%
+24.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +0.6% | +2.9% | -2.3% | -1.9% |
| 30D | +1.6% | -2.5% | +4.1% | +3.8% |
| 3M | -3.4% | -3.3% | 0.0% | -0.5% |
| 6M | +4.5% | +1.5% | +3.0% | +3.0% |
| YTD | +15.2% | +11.4% | +3.8% | +4.8% |
| 1Y | +21.0% | +11.9% | +9.1% | +9.7% |
| 3Y | +88.4% | +73.9% | +14.5% | +16.3% |
| 5Y | +83.1% | +57.9% | +25.2% | +20.9% |
| All | +83.1% | +58.5% | +24.5% | +20.9% |
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