-12.9%
FND vs VT
+10.5%
-23.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.8% |
| 7D | +7.7% | -2.3% | +10.0% | +11.7% |
| 30D | +11.9% | -5.0% | +16.8% | +21.0% |
| 3M | -14.6% | -4.9% | -9.7% | -7.5% |
| 6M | +0.5% | -1.5% | +2.0% | +2.6% |
| YTD | -15.8% | +8.5% | -24.3% | -27.3% |
| 1Y | -12.9% | +11.4% | -24.3% | -27.7% |
| All | -12.9% | +10.5% | -23.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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