+12.9%
VT vs FITB
+30.5%
-17.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.1% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | -1.7% | +7.0% | -8.8% | -3.2% |
| 3M | -2.3% | -4.8% | +2.5% | -1.4% |
| 6M | +1.5% | +13.5% | -12.0% | -1.8% |
| YTD | +12.0% | +19.1% | -7.0% | +5.8% |
| 1Y | +12.9% | +30.8% | -17.9% | +3.7% |
| All | +12.9% | +30.5% | -17.6% | +3.7% |
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