+1,088.3%
VST vs FITB
+274.8%
+813.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.1% |
| 7D | +19.2% | +0.8% | +18.3% | +18.8% |
| 30D | -17.2% | +7.3% | -24.5% | -19.3% |
| 3M | -8.1% | -6.3% | -1.8% | -6.2% |
| 6M | -8.1% | +12.6% | -20.7% | -12.5% |
| YTD | -16.3% | +18.0% | -34.2% | -22.2% |
| 1Y | -24.1% | +28.9% | -53.0% | -31.9% |
| 3Y | +300.2% | +139.4% | +160.8% | +183.8% |
| 5Y | +645.9% | +47.2% | +598.7% | +509.0% |
| 10Y | +1,152.2% | +213.0% | +939.1% | +576.7% |
| All | +1,088.3% | +274.8% | +813.6% | +532.3% |
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