-96.7%
FUSE vs VT
+76.7%
-173.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.9% |
| 7D | +14.3% | +2.9% | +11.4% | +13.5% |
| 30D | -17.9% | -2.5% | -15.4% | -17.2% |
| 3M | -60.5% | -3.3% | -57.2% | -60.1% |
| 6M | -77.9% | +1.5% | -79.5% | -77.8% |
| YTD | -80.6% | +11.4% | -92.0% | -80.6% |
| 1Y | -82.6% | +11.9% | -94.5% | -82.6% |
| 3Y | -97.0% | +73.9% | -170.9% | -97.0% |
| All | -96.7% | +76.7% | -173.4% | -96.7% |
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