-13.0%
FIZZ vs VT
+18.7%
-31.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.1% |
| 7D | -4.8% | -2.0% | -2.8% | -4.9% |
| 30D | +0.3% | -1.4% | +1.7% | +0.1% |
| 3M | -7.9% | +4.7% | -12.6% | -7.6% |
| 6M | -2.9% | +11.4% | -14.3% | -3.6% |
| YTD | +7.2% | +13.1% | -5.8% | +6.1% |
| 1Y | -13.0% | +19.0% | -32.0% | -16.2% |
| All | -13.0% | +18.7% | -31.7% | -16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling