+50.0%
FDX vs VG
+71.2%
-21.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.8% | -0.7% |
| 7D | +0.8% | +15.1% | -14.3% | +1.7% |
| 30D | +9.9% | -4.2% | +14.1% | +9.7% |
| 3M | -1.9% | -3.1% | +1.2% | -1.8% |
| 6M | +6.1% | +0.3% | +5.8% | +6.7% |
| YTD | +38.8% | +95.5% | -56.7% | +38.7% |
| 1Y | +50.0% | +64.4% | -14.4% | +48.7% |
| All | +50.0% | +71.2% | -21.2% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling