+70.1%
VT vs FOXA
+117.4%
-47.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.4% |
| 7D | -2.3% | +5.4% | -7.7% | -3.0% |
| 30D | -5.0% | +6.3% | -11.2% | -5.8% |
| 3M | -4.9% | +8.3% | -13.2% | -6.1% |
| 6M | -1.5% | +7.6% | -9.1% | -3.5% |
| YTD | +8.5% | -7.9% | +16.4% | +10.1% |
| 1Y | +11.4% | +2.4% | +9.0% | +10.1% |
| 3Y | +70.1% | +120.3% | -50.3% | +43.0% |
| All | +70.1% | +117.4% | -47.3% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling