-49.0%
VRT vs FDX
+5.7%
-54.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +3.9% |
| 7D | -21.4% | -1.6% | -19.7% | -20.8% |
| 30D | -25.8% | +6.6% | -32.4% | -26.8% |
| 3M | -33.5% | -2.1% | -31.5% | -33.3% |
| 6M | -49.0% | +2.2% | -51.2% | -48.8% |
| All | -49.0% | +5.7% | -54.7% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 6mo: compounded portfolio wealth divided by compounded FDX 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…
6mo analysis · Full analysis span regression · 6 months rolling