-93.8%
FUSE vs VT
+80.9%
-174.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +2.5% | -0.1% | +2.7% | +2.6% |
| 30D | -26.8% | -0.7% | -26.1% | -26.7% |
| 3M | -47.8% | +4.0% | -51.8% | -48.0% |
| 6M | -56.4% | +12.3% | -68.7% | -56.8% |
| YTD | -63.3% | +14.0% | -77.3% | -63.6% |
| 1Y | -95.7% | +20.3% | -116.0% | -95.7% |
| 3Y | -94.3% | +75.4% | -169.7% | -94.4% |
| All | -93.8% | +80.9% | -174.7% | -93.9% |
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