+718.4%
VTV vs FCEL
-100.0%
+818.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +18.8% | -19.6% | -1.9% |
| 7D | +0.3% | +4.0% | -3.7% | -0.1% |
| 30D | +0.1% | -13.1% | +13.2% | +0.6% |
| 3M | +6.2% | +14.6% | -8.4% | +3.3% |
| 6M | +13.5% | +133.7% | -120.2% | +3.8% |
| YTD | +18.9% | +143.0% | -124.1% | +7.8% |
| 1Y | +25.8% | +320.9% | -295.1% | +8.7% |
| 3Y | +68.7% | -58.9% | +127.6% | +59.6% |
| 5Y | +80.3% | -89.7% | +170.0% | +78.7% |
| 10Y | +226.3% | -99.1% | +325.4% | +221.7% |
| All | +718.4% | -100.0% | +818.3% | +729.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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