+48.5%
FND vs VO
+164.4%
-115.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.6% |
| 7D | -0.8% | -0.6% | -0.2% | +0.2% |
| 30D | -19.6% | -1.9% | -17.7% | -17.0% |
| 3M | -4.3% | +3.3% | -7.6% | -8.5% |
| 6M | -20.4% | +9.7% | -30.1% | -30.2% |
| YTD | -21.9% | +12.6% | -34.5% | -33.9% |
| 1Y | -45.2% | +13.6% | -58.8% | -54.1% |
| 3Y | -49.2% | +56.8% | -106.0% | -73.3% |
| 5Y | -61.8% | +42.3% | -104.1% | -75.4% |
| All | +48.5% | +164.4% | -115.9% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling