+46.5%
FUTY vs VT
+74.2%
-27.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -1.7% | -1.1% | -0.6% | -1.2% |
| 30D | -3.4% | -1.0% | -2.4% | -3.0% |
| 3M | -3.2% | +3.2% | -6.3% | -4.5% |
| 6M | -6.8% | +12.5% | -19.3% | -11.9% |
| YTD | +0.4% | +14.1% | -13.7% | -5.8% |
| 1Y | +2.2% | +18.9% | -16.7% | -6.2% |
| 3Y | +46.5% | +74.1% | -27.6% | +2.1% |
| All | +46.5% | +74.2% | -27.7% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling