+1,052.1%
FIX price history and return analytics
+58.5%
+993.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.8% |
| 7D | +17.0% | +2.9% | +14.1% | +12.2% |
| 30D | -30.6% | -2.5% | -28.1% | -27.2% |
| 3M | -35.0% | -3.3% | -31.7% | -30.9% |
| 6M | -44.0% | +1.5% | -45.5% | -44.2% |
| YTD | +21.1% | +11.4% | +9.8% | +6.3% |
| 1Y | +16.3% | +11.9% | +4.3% | +1.8% |
| 3Y | +507.4% | +73.9% | +433.5% | +219.0% |
| 5Y | +1,052.1% | +57.9% | +994.2% | +590.2% |
| All | +1,052.1% | +58.5% | +993.5% | +590.2% |
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