-33.1%
FSOL vs VT
+15.3%
-48.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -7.4% | -1.6% | -5.8% | -4.1% |
| 30D | -20.5% | -2.5% | -18.0% | -15.9% |
| 3M | +26.6% | -1.3% | +27.9% | +30.7% |
| 6M | +11.4% | +3.1% | +8.3% | +5.2% |
| YTD | -24.2% | +10.9% | -35.1% | -35.6% |
| All | -33.1% | +15.3% | -48.5% | -46.9% |
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