+1,294.0%
FIX vs VT
+57.9%
+1,236.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | 0.0% | +7.0% | +7.0% |
| 7D | -0.3% | -1.6% | +1.3% | +2.5% |
| 30D | -25.6% | -2.5% | -23.1% | -22.2% |
| 3M | -27.4% | -1.3% | -26.1% | -25.5% |
| 6M | -31.1% | +3.1% | -34.2% | -33.0% |
| YTD | +37.9% | +10.9% | +27.0% | +21.4% |
| 1Y | +31.7% | +12.1% | +19.7% | +15.0% |
| 3Y | +590.9% | +73.9% | +517.0% | +262.4% |
| All | +1,294.0% | +57.9% | +1,236.1% | +748.0% |
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 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