+53.4%
VT vs FITB
+44.6%
+8.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -2.3% | -1.5% | -0.8% | -1.8% |
| 30D | -5.0% | +5.8% | -10.8% | -6.6% |
| 3M | -4.9% | -6.1% | +1.2% | -3.1% |
| 6M | -1.5% | +5.9% | -7.5% | -3.7% |
| YTD | +8.5% | +16.1% | -7.6% | +2.5% |
| 1Y | +11.4% | +28.8% | -17.5% | +1.7% |
| 3Y | +70.1% | +126.0% | -56.0% | +26.8% |
| All | +53.4% | +44.6% | +8.8% | +31.5% |
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