+57.7%
FNDA vs VT
+73.6%
-15.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.9% | -1.6% | +2.5% | +2.6% |
| 30D | +1.7% | -2.5% | +4.2% | +4.5% |
| 3M | -3.6% | -1.3% | -2.3% | -2.3% |
| 6M | +2.2% | +3.1% | -0.9% | -1.7% |
| YTD | +16.0% | +10.9% | +5.1% | +2.4% |
| 1Y | +19.7% | +12.1% | +7.6% | +4.4% |
| All | +57.7% | +73.6% | -15.9% | -26.5% |
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