-44.9%
FND vs VO
+12.4%
-57.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | +0.4% |
| 7D | -5.1% | -2.5% | -2.6% | 0.0% |
| 30D | -22.5% | -3.2% | -19.3% | -17.0% |
| 3M | -5.0% | +3.9% | -8.9% | -11.5% |
| 6M | -21.5% | +9.6% | -31.2% | -34.1% |
| YTD | -23.0% | +11.6% | -34.6% | -37.4% |
| 1Y | -44.9% | +12.6% | -57.5% | -56.8% |
| All | -44.9% | +12.4% | -57.3% | -56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling