+3,644.4%
FIX price history and return analytics
+217.6%
+3,426.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | -13.9% | -0.1% | -13.8% | -13.6% |
| 30D | -35.5% | -3.1% | -32.5% | -32.2% |
| 3M | -33.9% | -3.5% | -30.4% | -30.0% |
| 6M | -43.3% | +0.5% | -43.8% | -42.6% |
| YTD | +18.7% | +10.8% | +7.9% | +6.1% |
| 1Y | +13.8% | +11.9% | +1.9% | +0.8% |
| 3Y | +495.0% | +73.0% | +422.0% | +213.6% |
| 5Y | +1,049.0% | +58.6% | +990.4% | +579.5% |
| 10Y | +3,644.4% | +219.2% | +3,425.2% | +811.0% |
| All | +3,644.4% | +217.6% | +3,426.8% | +811.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling