+15.4%
FIXD vs VT
+187.1%
-171.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | 0.0% |
| 7D | +0.4% | -2.3% | +2.7% | +0.4% |
| 30D | +2.4% | -5.0% | +7.4% | +2.6% |
| 3M | -0.8% | -4.9% | +4.0% | -0.7% |
| 6M | -1.6% | -1.5% | 0.0% | -1.6% |
| YTD | -1.2% | +8.5% | -9.7% | -1.4% |
| 1Y | -0.9% | +11.4% | -12.3% | -1.1% |
| 3Y | +15.0% | +70.1% | -55.1% | +14.0% |
| 5Y | -4.2% | +53.7% | -57.9% | -5.7% |
| All | +15.4% | +187.1% | -171.7% | +18.1% |
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