+78.5%
VTV vs FGI
-66.3%
+144.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.5% |
| 7D | +2.3% | +13.5% | -11.2% | +2.2% |
| 30D | +3.8% | +17.1% | -13.3% | +3.7% |
| 3M | +1.7% | +78.0% | -76.3% | +0.8% |
| 6M | +10.9% | +46.4% | -35.5% | +10.0% |
| YTD | +21.7% | +47.7% | -26.0% | +20.2% |
| 1Y | +23.4% | +56.8% | -33.4% | +21.5% |
| 3Y | +78.0% | +12.3% | +65.7% | +74.8% |
| All | +78.5% | -66.3% | +144.9% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling