+95.8%
FJUN vs VT
+128.5%
-32.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -1.8% | -2.3% | +0.5% | -0.4% |
| 30D | -3.5% | -5.0% | +1.4% | -0.6% |
| 3M | -2.3% | -4.9% | +2.6% | +0.6% |
| 6M | +0.7% | -1.5% | +2.3% | +1.4% |
| YTD | +4.7% | +8.5% | -3.8% | -0.8% |
| 1Y | +6.7% | +11.4% | -4.7% | -0.6% |
| 3Y | +45.1% | +70.1% | -25.0% | +4.4% |
| 5Y | +58.7% | +53.7% | +4.9% | +18.6% |
| All | +95.8% | +128.5% | -32.7% | +15.1% |
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 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