+50.0%
VG vs FITB
+29.0%
+21.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.2% |
| 7D | -22.0% | -1.5% | -20.5% | -22.4% |
| 30D | -11.6% | +5.8% | -17.5% | -9.5% |
| 3M | -14.9% | -6.1% | -8.8% | -16.7% |
| 6M | -3.5% | +5.9% | -9.5% | -1.0% |
| YTD | +70.0% | +16.1% | +53.9% | +83.7% |
| 1Y | +50.0% | +28.8% | +21.2% | +55.1% |
| All | +50.0% | +29.0% | +21.0% | +55.1% |
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