+0.1%
FTMU vs VT
+8.9%
-8.8%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +0.8% |
| 7D | +0.9% | -4.2% | +5.1% | +1.3% |
| 30D | +4.1% | -5.8% | +9.9% | +4.7% |
| 3M | -1.7% | -5.2% | +3.5% | -1.3% |
| 6M | -1.5% | +0.1% | -1.6% | -1.5% |
| YTD | +0.1% | +8.2% | -8.1% | -0.5% |
| 1Y | +0.8% | +10.1% | -9.3% | +0.2% |
| All | +0.1% | +8.9% | -8.8% | -0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling