+279.0%
FOSL vs VT
+10.7%
+268.3%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.1% | +6.0% | +9.4% |
| 7D | +13.4% | -4.2% | +17.6% | +22.2% |
| 30D | +10.1% | -5.8% | +15.9% | +22.5% |
| 3M | +31.5% | -5.2% | +36.7% | +45.4% |
| 6M | +80.3% | +0.1% | +80.1% | +80.2% |
| YTD | +106.6% | +8.2% | +98.4% | +79.6% |
| 1Y | +279.0% | +10.1% | +268.9% | +212.7% |
| All | +279.0% | +10.7% | +268.3% | +212.7% |
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