-82.6%
FUSE vs VT
+11.9%
-94.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.0% |
| 7D | +14.3% | +2.9% | +11.4% | +9.6% |
| 30D | -17.9% | -2.5% | -15.4% | -13.6% |
| 3M | -60.5% | -3.3% | -57.2% | -57.9% |
| 6M | -77.9% | +1.5% | -79.5% | -77.7% |
| YTD | -80.6% | +11.4% | -92.0% | -81.7% |
| 1Y | -82.6% | +11.9% | -94.5% | -83.7% |
| All | -82.6% | +11.9% | -94.5% | -83.7% |
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 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