+57.8%
VT vs FITB
+49.1%
+8.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +1.8% |
| 7D | +0.4% | -1.1% | +1.5% | +0.7% |
| 30D | -2.6% | +7.3% | -9.9% | -4.7% |
| 3M | -3.2% | -4.0% | +0.8% | -2.1% |
| 6M | +0.9% | +11.9% | -11.0% | -3.0% |
| YTD | +11.3% | +19.0% | -7.7% | +4.4% |
| 1Y | +14.0% | +31.0% | -17.0% | +3.5% |
| 3Y | +75.8% | +143.8% | -67.9% | +27.9% |
| 5Y | +57.8% | +48.9% | +9.0% | +34.0% |
| All | +57.8% | +49.1% | +8.7% | +34.0% |
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