-93.6%
FUSE vs VT
+83.0%
-176.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.4% | +3.3% |
| 7D | -11.0% | +0.4% | -11.5% | -11.1% |
| 30D | -27.9% | +1.0% | -28.9% | -28.0% |
| 3M | -52.9% | +2.4% | -55.2% | -53.1% |
| 6M | -54.4% | +12.0% | -66.4% | -54.8% |
| YTD | -62.4% | +15.3% | -77.8% | -62.8% |
| 1Y | -95.6% | +22.6% | -118.2% | -95.6% |
| 3Y | -94.2% | +74.7% | -168.8% | -94.2% |
| All | -93.6% | +83.0% | -176.6% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling