+2,238.8%
FIZZ vs VT
+356.5%
+1,882.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.9% |
| 7D | +0.2% | +2.4% | -2.1% | -1.4% |
| 30D | +11.0% | -1.5% | +12.5% | +11.9% |
| 3M | +18.8% | -4.1% | +23.0% | +22.0% |
| 6M | +18.3% | +0.6% | +17.8% | +16.8% |
| YTD | +29.2% | +11.0% | +18.1% | +18.2% |
| 1Y | +25.6% | +13.3% | +12.2% | +13.2% |
| 3Y | -9.6% | +73.4% | -83.0% | -41.5% |
| 5Y | -25.3% | +57.4% | -82.8% | -48.5% |
| 10Y | +128.9% | +221.7% | -92.8% | -13.2% |
| All | +2,238.8% | +356.5% | +1,882.3% | +586.8% |
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 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