-80.4%
FUSE vs VT
+13.3%
-93.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +2.9% |
| 7D | -0.9% | -0.7% | -0.2% | +1.5% |
| 30D | -8.9% | -1.7% | -7.2% | -5.3% |
| 3M | -60.4% | -2.3% | -58.1% | -58.5% |
| 6M | -75.3% | +1.5% | -76.8% | -75.3% |
| YTD | -78.9% | +12.0% | -91.0% | -80.3% |
| 1Y | -80.4% | +12.9% | -93.3% | -81.9% |
| All | -80.4% | +13.3% | -93.7% | -81.9% |
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 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