+109.4%
FIVA vs VT
+143.1%
-33.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | +0.4% | +0.9% | +1.0% |
| 30D | +1.4% | +1.0% | +0.4% | +0.5% |
| 3M | +5.6% | +2.4% | +3.2% | +3.5% |
| 6M | +12.5% | +12.0% | +0.5% | +2.2% |
| YTD | +20.2% | +15.3% | +4.8% | +6.6% |
| 1Y | +35.1% | +22.6% | +12.5% | +13.8% |
| 3Y | +88.9% | +74.7% | +14.2% | +17.7% |
| 5Y | +90.4% | +66.1% | +24.3% | +23.1% |
| All | +109.4% | +143.1% | -33.8% | -1.0% |
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 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