+101.5%
FIX vs VG
-49.4%
+150.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -7.7% | -7.4% | -14.2% |
| 7D | -18.9% | -16.4% | -2.5% | -17.3% |
| 30D | -36.3% | -10.8% | -25.5% | -35.5% |
| 3M | -38.5% | -6.3% | -32.2% | -38.2% |
| 6M | -42.3% | -12.5% | -29.8% | -42.0% |
| YTD | +17.1% | +76.9% | -59.8% | -2.2% |
| 1Y | +14.4% | +51.8% | -37.4% | -1.5% |
| All | +101.5% | -49.4% | +150.9% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling