+21.0%
VRT vs FITB
+29.2%
-8.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | +18.6% | +0.8% | +17.8% | +18.3% |
| 30D | -11.7% | +7.3% | -19.0% | -14.0% |
| 3M | -27.3% | -6.3% | -21.0% | -25.4% |
| 6M | -42.9% | +12.6% | -55.4% | -45.7% |
| YTD | +29.5% | +18.0% | +11.5% | +16.7% |
| 1Y | +21.0% | +28.9% | -7.8% | +4.8% |
| All | +21.0% | +29.2% | -8.2% | +4.8% |
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