+77.7%
VTV vs FDX
+74.7%
+3.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +2.9% | +5.2% | -2.3% | +1.7% |
| 30D | +3.8% | +11.3% | -7.5% | +1.3% |
| 3M | +1.6% | -4.1% | +5.7% | +2.4% |
| 6M | +11.2% | +9.6% | +1.6% | +8.5% |
| YTD | +22.0% | +40.9% | -18.9% | +12.1% |
| 1Y | +24.9% | +53.0% | -28.1% | +12.7% |
| 3Y | +78.5% | +74.1% | +4.4% | +52.6% |
| All | +77.7% | +74.7% | +3.0% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling