+51.8%
VG vs FITB
+36.9%
+14.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.5% | -9.2% | -7.0% |
| 7D | -16.4% | +2.3% | -18.7% | -15.4% |
| 30D | -10.8% | +7.7% | -18.5% | -7.8% |
| 3M | -6.3% | -4.5% | -1.8% | -7.7% |
| 6M | -12.5% | +12.5% | -25.0% | -7.8% |
| YTD | +76.9% | +19.8% | +57.1% | +94.1% |
| 1Y | +51.8% | +34.1% | +17.6% | +59.4% |
| All | +51.8% | +36.9% | +14.9% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling