+14,667.3%
FIX vs VT
+374.2%
+14,293.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | +0.4% | +5.6% | +5.5% |
| 30D | -7.2% | +1.0% | -8.2% | -8.3% |
| 3M | -15.9% | +2.4% | -18.2% | -17.3% |
| 6M | +12.7% | +12.0% | +0.7% | +0.9% |
| YTD | +72.8% | +15.3% | +57.5% | +50.0% |
| 1Y | +122.9% | +22.6% | +100.3% | +82.3% |
| 3Y | +774.3% | +74.7% | +699.7% | +405.4% |
| 5Y | +2,049.5% | +66.1% | +1,983.3% | +1,218.4% |
| 10Y | +5,821.5% | +225.0% | +5,596.5% | +1,788.2% |
| All | +14,667.3% | +374.2% | +14,293.2% | +3,115.4% |
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