+1,046.7%
FIX price history and return analytics
+57.4%
+989.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +5.3% |
| 7D | -7.2% | +0.4% | -7.6% | -7.6% |
| 30D | -35.1% | -2.6% | -32.5% | -31.9% |
| 3M | -34.3% | -3.2% | -31.0% | -30.3% |
| 6M | -42.9% | +0.9% | -43.9% | -42.7% |
| YTD | +19.5% | +11.3% | +8.1% | +4.8% |
| 1Y | +16.8% | +14.0% | +2.8% | -0.5% |
| 3Y | +506.7% | +75.8% | +430.9% | +214.6% |
| 5Y | +1,046.7% | +57.8% | +988.9% | +587.3% |
| All | +1,046.7% | +57.4% | +989.3% | +587.3% |
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