+59.9%
VT vs FOXA
+81.6%
-21.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | -0.7% | -2.4% | +1.7% | -0.2% |
| 30D | -1.7% | +8.6% | -10.4% | -3.6% |
| 3M | -2.3% | +9.9% | -12.2% | -4.6% |
| 6M | +1.5% | +0.8% | +0.7% | +0.5% |
| YTD | +12.0% | -6.1% | +18.1% | +12.9% |
| 1Y | +12.9% | +3.3% | +9.6% | +10.5% |
| 3Y | +74.9% | +133.5% | -58.5% | +30.4% |
| 5Y | +59.9% | +75.8% | -15.9% | +29.9% |
| All | +59.9% | +81.6% | -21.6% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling