+73.0%
VT vs FITB
+142.3%
-69.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.1% | +0.5% | -0.6% | -0.3% |
| 30D | -3.1% | +7.0% | -10.1% | -4.9% |
| 3M | -3.5% | -4.4% | +0.9% | -2.4% |
| 6M | +0.5% | +11.6% | -11.1% | -3.1% |
| YTD | +10.8% | +18.6% | -7.8% | +4.4% |
| 1Y | +11.9% | +29.8% | -17.9% | +2.4% |
| 3Y | +73.0% | +140.7% | -67.7% | +36.1% |
| All | +73.0% | +142.3% | -69.4% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling