+3,310.4%
V vs FITB
+313.7%
+2,996.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +2.2% | -1.5% | +3.7% | +2.6% |
| 30D | +13.6% | +5.8% | +7.8% | +12.2% |
| 3M | +14.3% | -6.1% | +20.4% | +15.8% |
| 6M | +33.1% | +5.9% | +27.2% | +31.2% |
| YTD | +21.2% | +16.1% | +5.1% | +16.9% |
| 1Y | +26.4% | +28.8% | -2.4% | +19.1% |
| 3Y | +77.6% | +126.0% | -48.4% | +46.7% |
| 5Y | +102.6% | +45.3% | +57.3% | +81.2% |
| 10Y | +464.4% | +255.4% | +209.0% | +301.5% |
| All | +3,310.4% | +313.7% | +2,996.7% | +1,916.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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