+70.5%
FSUN vs VT
+92.9%
-22.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +0.4% | +1.7% | +1.9% |
| 30D | +2.8% | +1.0% | +1.8% | +2.4% |
| 3M | +16.0% | +2.4% | +13.6% | +14.6% |
| 6M | +7.9% | +12.0% | -4.1% | +2.3% |
| YTD | +8.7% | +15.3% | -6.6% | +1.8% |
| 1Y | +5.9% | +22.6% | -16.7% | -3.3% |
| 3Y | +36.4% | +74.7% | -38.3% | +12.3% |
| All | +70.5% | +92.9% | -22.4% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling