+2,260.0%
VGT vs FITB
+87.6%
+2,172.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +1.5% | -0.4% | +1.9% | +1.6% |
| 30D | +0.5% | -5.1% | +5.7% | +1.6% |
| 3M | +5.3% | +3.5% | +1.7% | +4.4% |
| 6M | +32.4% | +17.2% | +15.2% | +28.0% |
| YTD | +28.6% | +17.6% | +10.9% | +23.9% |
| 1Y | +37.6% | +23.4% | +14.3% | +31.2% |
| 3Y | +125.5% | +129.7% | -4.3% | +89.0% |
| 5Y | +135.2% | +68.4% | +66.8% | +107.3% |
| 10Y | +812.9% | +285.6% | +527.2% | +561.7% |
| All | +2,260.0% | +87.6% | +2,172.4% | +1,790.6% |
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 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