+0.1%
VT vs FOXA
+8.7%
-8.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.2% | -4.1% |
| 7D | -4.2% | +4.9% | -9.1% | -4.1% |
| 30D | -5.8% | +9.0% | -14.8% | -5.6% |
| 3M | -5.2% | +15.8% | -21.1% | -4.8% |
| 6M | +0.1% | +9.2% | -9.1% | -0.5% |
| All | +0.1% | +8.7% | -8.6% | -0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling