+29.5%
FMED vs VT
+23.4%
+6.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.7% |
| 7D | -1.3% | +0.1% | -1.5% | -1.4% |
| 30D | +11.7% | +0.8% | +10.9% | +11.0% |
| 3M | +30.6% | +2.8% | +27.8% | +27.7% |
| 6M | +25.3% | +13.0% | +12.3% | +12.0% |
| YTD | +18.4% | +15.4% | +3.1% | +3.9% |
| All | +29.5% | +23.4% | +6.2% | +5.4% |
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