+64.6%
FSMD vs VT
+73.6%
-8.9%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.5% | -1.6% | +2.1% | +2.2% |
| 30D | +0.7% | -2.5% | +3.2% | +3.3% |
| 3M | -1.6% | -1.3% | -0.3% | -0.3% |
| 6M | +3.7% | +3.1% | +0.6% | +0.2% |
| YTD | +15.7% | +10.9% | +4.8% | +3.3% |
| 1Y | +18.5% | +12.1% | +6.4% | +4.7% |
| All | +64.6% | +73.6% | -8.9% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling