-48.4%
FND vs VT
+75.0%
-123.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.2% | +0.4% | -5.7% | -5.8% |
| 30D | -19.9% | +1.0% | -20.8% | -20.9% |
| 3M | +2.7% | +2.4% | +0.3% | -0.8% |
| 6M | -21.7% | +12.0% | -33.7% | -33.7% |
| YTD | -17.5% | +15.3% | -32.8% | -33.1% |
| 1Y | -39.3% | +22.6% | -61.9% | -54.9% |
| All | -48.4% | +75.0% | -123.3% | -78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling