-86.1%
FUSE vs VT
+13.3%
-99.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | +4.7% | -1.6% | +6.3% | +7.0% |
| 30D | -28.6% | -2.5% | -26.1% | -26.0% |
| 3M | -73.4% | -1.3% | -72.1% | -72.9% |
| 6M | -79.2% | +3.1% | -82.3% | -79.8% |
| YTD | -78.5% | +10.9% | -89.5% | -80.7% |
| All | -86.1% | +13.3% | -99.4% | -88.4% |
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