+53.4%
FVR vs VT
+10.7%
+42.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +0.5% |
| 7D | +3.3% | -4.2% | +7.5% | +4.6% |
| 30D | +16.7% | -5.8% | +22.5% | +18.9% |
| 3M | -3.9% | -5.2% | +1.4% | -2.3% |
| 6M | +11.3% | +0.1% | +11.2% | +10.0% |
| YTD | +34.7% | +8.2% | +26.5% | +23.9% |
| 1Y | +53.4% | +10.1% | +43.2% | +38.1% |
| All | +53.4% | +10.7% | +42.7% | +38.1% |
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 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