+375.9%
FXU vs VT
+374.2%
+1.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.5% | +0.4% | -1.0% | -0.8% |
| 30D | -1.7% | +1.0% | -2.7% | -2.3% |
| 3M | -1.2% | +2.4% | -3.5% | -3.0% |
| 6M | -6.1% | +12.0% | -18.1% | -13.2% |
| YTD | +5.6% | +15.3% | -9.8% | -4.4% |
| 1Y | +9.7% | +22.6% | -12.9% | -4.6% |
| 3Y | +67.5% | +74.7% | -7.2% | +14.8% |
| 5Y | +65.6% | +66.1% | -0.6% | +16.0% |
| 10Y | +134.6% | +225.0% | -90.4% | +5.5% |
| All | +375.9% | +374.2% | +1.7% | +48.7% |
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