+22.0%
FUSI vs VT
+91.4%
-69.5%
-0.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -0.1% | +1.0% | -1.1% | -0.1% |
| 30D | +0.3% | -0.2% | +0.5% | +0.3% |
| 3M | +0.9% | +4.5% | -3.6% | +0.9% |
| 6M | +2.7% | +14.1% | -11.3% | +2.6% |
| YTD | +3.5% | +14.8% | -11.2% | +3.5% |
| 1Y | +4.8% | +21.2% | -16.4% | +4.6% |
| 3Y | +17.8% | +76.6% | -58.7% | +17.6% |
| All | +22.0% | +91.4% | -69.5% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling