+333.9%
FOSL vs VT
+10.5%
+323.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.1% |
| 7D | +17.6% | -2.3% | +19.9% | +22.0% |
| 30D | +10.3% | -5.0% | +15.3% | +20.5% |
| 3M | +34.2% | -4.9% | +39.1% | +47.0% |
| 6M | +75.1% | -1.5% | +76.7% | +81.0% |
| YTD | +107.7% | +8.5% | +99.2% | +84.1% |
| 1Y | +333.9% | +11.4% | +322.5% | +258.5% |
| All | +333.9% | +10.5% | +323.4% | +258.5% |
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