+40.1%
VG vs FITB
+31.0%
+9.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.1% | +3.4% |
| 7D | -8.3% | -1.1% | -7.2% | -8.7% |
| 30D | -10.3% | +7.3% | -17.7% | -7.5% |
| 3M | -10.8% | -4.0% | -6.8% | -12.0% |
| 6M | +3.5% | +11.9% | -8.4% | +8.6% |
| YTD | +74.0% | +19.0% | +55.0% | +90.4% |
| All | +40.1% | +31.0% | +9.1% | +49.1% |
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