+75.3%
VTI vs FDX
+59.1%
+16.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.2% |
| 7D | -0.4% | -2.3% | +2.0% | +0.2% |
| 30D | -1.6% | -4.9% | +3.3% | -0.5% |
| 3M | +3.6% | -6.5% | +10.0% | +5.0% |
| 6M | +13.0% | +6.7% | +6.4% | +10.6% |
| YTD | +12.7% | +33.9% | -21.2% | +4.1% |
| 1Y | +18.4% | +72.2% | -53.8% | +2.5% |
| All | +75.3% | +59.1% | +16.2% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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