+23.7%
FOXF vs VT
+11.9%
+11.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.1% |
| 7D | -2.0% | +2.4% | -4.3% | -4.6% |
| 30D | -0.2% | -1.5% | +1.3% | +1.7% |
| 3M | -17.2% | -4.1% | -13.1% | -13.1% |
| 6M | +7.4% | +0.6% | +6.8% | +7.1% |
| YTD | +2.0% | +11.0% | -9.0% | -9.7% |
| 1Y | +23.7% | +13.3% | +10.3% | +6.7% |
| All | +23.7% | +11.9% | +11.8% | +6.7% |
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