-49.5%
FND vs VCLT
+12.6%
-62.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.4% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -19.6% | +0.1% | -19.7% | -19.6% |
| 3M | -4.3% | -2.9% | -1.5% | +1.2% |
| 6M | -20.4% | -4.0% | -16.5% | -13.9% |
| YTD | -21.9% | -2.2% | -19.6% | -17.6% |
| 1Y | -45.2% | -2.6% | -42.6% | -41.7% |
| All | -49.5% | +12.6% | -62.1% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling