-86.7%
FUFU vs VT
+64.6%
-151.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.6% |
| 7D | -3.0% | -1.1% | -1.9% | -2.2% |
| 30D | -0.8% | -1.0% | +0.2% | 0.0% |
| 3M | -22.3% | +3.2% | -25.4% | -23.5% |
| 6M | -37.1% | +12.5% | -49.6% | -40.7% |
| YTD | -51.1% | +14.1% | -65.2% | -54.1% |
| 1Y | -69.2% | +18.9% | -88.1% | -71.6% |
| 3Y | -88.0% | +74.1% | -162.1% | -89.6% |
| All | -86.7% | +64.6% | -151.3% | -88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling