+3,932.4%
FIX vs VT
+231.8%
+3,700.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +1.7% | -16.8% | -17.5% |
| 7D | -18.9% | -0.3% | -18.6% | -18.8% |
| 30D | -36.3% | -1.4% | -34.9% | -34.9% |
| 3M | -38.5% | -1.4% | -37.1% | -37.2% |
| 6M | -42.3% | +5.5% | -47.7% | -45.8% |
| YTD | +17.1% | +12.8% | +4.3% | +1.3% |
| 1Y | +14.4% | +15.4% | -1.0% | -3.5% |
| 3Y | +486.7% | +76.9% | +409.8% | +198.2% |
| 5Y | +1,083.7% | +60.4% | +1,023.3% | +584.6% |
| 10Y | +3,932.4% | +232.8% | +3,699.7% | +913.8% |
| All | +3,932.4% | +231.8% | +3,700.6% | +913.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling