+11.9%
VT vs FOXA
+2.8%
+9.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | -3.1% | +7.9% | -11.0% | -3.1% |
| 3M | -3.5% | +6.7% | -10.2% | -3.5% |
| 6M | +0.5% | +7.5% | -7.0% | 0.0% |
| YTD | +10.8% | -6.9% | +17.7% | +12.3% |
| 1Y | +11.9% | +2.2% | +9.7% | +12.6% |
| All | +11.9% | +2.8% | +9.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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