+6.8%
VRT vs FITB
+31.0%
-24.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.5% | +7.1% | +8.6% |
| 7D | -10.6% | -1.1% | -9.5% | -10.2% |
| 30D | -17.4% | +7.3% | -24.8% | -19.6% |
| 3M | -26.4% | -4.0% | -22.4% | -25.2% |
| 6M | -41.0% | +11.9% | -52.9% | -43.7% |
| YTD | +23.8% | +19.0% | +4.8% | +10.7% |
| All | +6.8% | +31.0% | -24.2% | -9.8% |
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