-44.7%
FIAT price history and return analytics
+42.8%
-87.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +0.5% |
| 7D | +0.4% | -0.1% | +0.5% | +0.3% |
| 30D | -14.3% | -0.7% | -13.6% | -15.0% |
| 3M | -12.2% | +4.0% | -16.2% | -4.3% |
| 6M | +0.5% | +12.3% | -11.7% | +29.0% |
| YTD | +3.1% | +14.0% | -11.0% | +38.2% |
| 1Y | +23.5% | +20.3% | +3.2% | +85.7% |
| All | -44.7% | +42.8% | -87.5% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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