+22.7%
FOXY vs VT
+28.6%
-5.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +1.2% |
| 30D | -1.7% | -5.0% | +3.3% | -0.4% |
| 3M | -3.0% | -4.9% | +1.9% | -1.7% |
| 6M | -3.0% | -1.5% | -1.5% | -2.9% |
| YTD | +6.1% | +8.5% | -2.4% | +2.6% |
| 1Y | +5.3% | +11.4% | -6.0% | +0.6% |
| All | +22.7% | +28.6% | -5.9% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling