+61.8%
FJUN vs VT
+58.5%
+3.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +2.1% | +2.9% | -0.8% | +0.4% |
| 30D | -1.7% | -2.5% | +0.8% | -0.2% |
| 3M | -0.6% | -3.3% | +2.7% | +1.4% |
| 6M | +2.5% | +1.5% | +1.0% | +1.3% |
| YTD | +6.7% | +11.4% | -4.6% | -0.7% |
| 1Y | +8.0% | +11.9% | -4.0% | +0.1% |
| 3Y | +46.7% | +73.9% | -27.2% | +2.3% |
| 5Y | +61.8% | +57.9% | +3.9% | +16.9% |
| All | +61.8% | +58.5% | +3.2% | +16.9% |
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