+193.0%
VTI vs FOXA
+86.3%
+106.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.1% |
| 7D | -0.4% | -5.4% | +5.1% | +1.2% |
| 30D | -1.6% | +1.1% | -2.7% | -2.1% |
| 3M | +3.6% | -6.1% | +9.7% | +4.3% |
| 6M | +13.0% | +8.2% | +4.8% | +8.5% |
| YTD | +12.7% | -11.8% | +24.5% | +15.1% |
| 1Y | +18.4% | +9.9% | +8.5% | +12.2% |
| 3Y | +76.4% | +110.7% | -34.3% | +33.4% |
| 5Y | +73.7% | +86.9% | -13.2% | +34.4% |
| All | +193.0% | +86.3% | +106.7% | +101.0% |
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 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