+78.2%
FIX vs VG
-51.4%
+129.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.0% | -7.6% | -11.1% |
| 7D | -27.2% | -22.0% | -5.2% | -25.2% |
| 30D | -46.9% | -14.7% | -32.2% | -46.0% |
| 3M | -44.4% | -7.1% | -37.3% | -44.1% |
| 6M | -50.9% | -11.2% | -39.7% | -50.8% |
| YTD | +3.5% | +69.8% | -66.3% | -13.1% |
| 1Y | -2.1% | +49.9% | -52.0% | -15.8% |
| All | +78.2% | -51.4% | +129.6% | +120.6% |
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