+139.0%
VRT vs FITB
+23.3%
+115.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.3% | +3.9% |
| 7D | +13.6% | +2.8% | +10.8% | +12.7% |
| 30D | +6.8% | -4.5% | +11.3% | +8.3% |
| 3M | -3.2% | +5.7% | -8.9% | -4.5% |
| 6M | +20.3% | +17.1% | +3.2% | +14.7% |
| YTD | +79.6% | +18.3% | +61.3% | +71.5% |
| 1Y | +139.0% | +23.9% | +115.1% | +118.1% |
| All | +139.0% | +23.3% | +115.7% | +118.1% |
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