+3,553.2%
FIX price history and return analytics
+221.8%
+3,331.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +9.4% | +2.4% | +7.1% | +6.1% |
| 30D | -27.8% | -1.5% | -26.3% | -25.7% |
| 3M | -35.6% | -4.1% | -31.4% | -31.0% |
| 6M | -45.2% | +0.6% | -45.8% | -44.6% |
| YTD | +19.5% | +11.0% | +8.4% | +6.5% |
| 1Y | +24.2% | +13.3% | +10.9% | +8.1% |
| 3Y | +494.2% | +73.4% | +420.8% | +212.3% |
| 5Y | +1,036.1% | +57.4% | +978.7% | +578.7% |
| All | +3,553.2% | +221.8% | +3,331.4% | +757.1% |
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