+42.9%
FUTY vs VT
+65.7%
-22.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 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% | -4.7% |
| 6M | -6.8% | +12.5% | -19.3% | -12.4% |
| YTD | +0.4% | +14.1% | -13.7% | -6.4% |
| 1Y | +2.2% | +18.9% | -16.7% | -6.8% |
| 3Y | +46.5% | +74.1% | -27.6% | +7.8% |
| All | +42.9% | +65.7% | -22.8% | +2.4% |
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