+50.2%
FDX vs VG
+48.6%
+1.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -1.6% | -22.0% | +20.4% | -3.4% |
| 30D | +6.6% | -11.6% | +18.3% | +5.8% |
| 3M | -2.1% | -14.9% | +12.8% | -2.9% |
| 6M | +2.2% | -3.5% | +5.7% | +2.9% |
| YTD | +33.9% | +70.0% | -36.0% | +39.4% |
| 1Y | +50.2% | +50.0% | +0.2% | +54.4% |
| All | +50.2% | +48.6% | +1.6% | +54.4% |
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