+124.4%
VGT vs FITB
+128.2%
-3.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +1.5% | -0.4% | +1.9% | +1.6% |
| 30D | +0.5% | -5.1% | +5.7% | +2.2% |
| 3M | +5.3% | +3.5% | +1.7% | +3.8% |
| 6M | +32.4% | +17.2% | +15.2% | +24.8% |
| YTD | +28.6% | +17.6% | +10.9% | +20.5% |
| 1Y | +37.6% | +23.4% | +14.3% | +26.5% |
| All | +124.4% | +128.2% | -3.8% | +76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling