-54.7%
FUN vs VT
+10.7%
-65.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -4.1% | +20.6% | +20.7% |
| 7D | +20.3% | -4.2% | +24.5% | +24.9% |
| 30D | -23.5% | -5.8% | -17.7% | -18.6% |
| 3M | -50.7% | -5.2% | -45.5% | -47.8% |
| 6M | -49.0% | +0.1% | -49.2% | -50.8% |
| YTD | -39.8% | +8.2% | -48.0% | -48.4% |
| 1Y | -54.7% | +10.1% | -64.8% | -62.8% |
| All | -54.7% | +10.7% | -65.3% | -62.8% |
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