+57.5%
VT vs FITB
+48.6%
+8.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | +2.4% | +2.8% | -0.4% | +1.5% |
| 30D | -1.5% | +9.8% | -11.3% | -4.4% |
| 3M | -4.1% | -5.2% | +1.0% | -2.6% |
| 6M | +0.6% | +17.3% | -16.8% | -4.8% |
| YTD | +11.0% | +19.3% | -8.3% | +4.1% |
| 1Y | +13.3% | +32.7% | -19.3% | +2.5% |
| 3Y | +73.4% | +141.6% | -68.2% | +26.5% |
| All | +57.5% | +48.6% | +8.9% | +34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling