+89.5%
FOXA vs VT
+66.2%
+23.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -4.0% | +0.4% | -4.4% | -4.2% |
| 30D | +12.0% | +1.0% | +11.0% | +11.3% |
| 3M | +0.3% | +2.4% | -2.1% | -1.8% |
| 6M | +12.5% | +12.0% | +0.5% | +3.0% |
| YTD | -9.6% | +15.3% | -25.0% | -19.2% |
| 1Y | +8.6% | +22.6% | -14.0% | -7.5% |
| 3Y | +118.5% | +74.7% | +43.9% | +40.2% |
| All | +89.5% | +66.2% | +23.3% | +27.3% |
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