+2,723.0%
VRT vs FITB
+151.5%
+2,571.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.5% | +4.4% |
| 7D | +9.1% | +0.6% | +8.5% | +8.8% |
| 30D | +0.9% | -4.7% | +5.7% | +3.2% |
| 3M | -13.4% | +6.7% | -20.1% | -16.0% |
| 6M | +11.7% | +12.6% | -0.9% | +5.5% |
| YTD | +73.2% | +19.1% | +54.1% | +59.0% |
| 1Y | +123.4% | +22.6% | +100.8% | +101.4% |
| 3Y | +606.2% | +127.1% | +479.0% | +377.0% |
| 5Y | +899.9% | +71.8% | +828.1% | +663.6% |
| All | +2,723.0% | +151.5% | +2,571.6% | +1,303.8% |
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 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