-4.8%
FSS vs VT
+21.4%
-26.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | +4.1% | +1.0% | +3.1% | +2.9% |
| 30D | -7.7% | -0.2% | -7.4% | -7.4% |
| 3M | +10.8% | +4.5% | +6.2% | +5.3% |
| 6M | +9.1% | +14.1% | -4.9% | -6.1% |
| YTD | +9.3% | +14.8% | -5.4% | -7.1% |
| 1Y | -4.8% | +21.2% | -26.0% | -24.1% |
| All | -4.8% | +21.4% | -26.2% | -24.1% |
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