+143.8%
VT vs FOXA
+94.4%
+49.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.6% |
| 7D | -2.3% | +5.4% | -7.7% | -3.7% |
| 30D | -5.0% | +6.3% | -11.2% | -6.6% |
| 3M | -4.9% | +8.3% | -13.2% | -7.2% |
| 6M | -1.5% | +7.6% | -9.1% | -4.9% |
| YTD | +8.5% | -7.9% | +16.4% | +9.2% |
| 1Y | +11.4% | +2.4% | +9.0% | +8.6% |
| 3Y | +70.1% | +120.3% | -50.3% | +29.3% |
| 5Y | +53.7% | +71.0% | -17.3% | +24.3% |
| All | +143.8% | +94.4% | +49.4% | +67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling