+39.4%
FNDA vs VT
+60.6%
-21.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -0.4% |
| 7D | +2.3% | -0.3% | +2.6% | +2.7% |
| 30D | +2.6% | -1.4% | +4.1% | +4.2% |
| 3M | -3.6% | -1.4% | -2.2% | -2.2% |
| 6M | +4.9% | +5.5% | -0.6% | -1.5% |
| YTD | +17.7% | +12.8% | +4.9% | +2.4% |
| 1Y | +22.9% | +15.4% | +7.5% | +4.3% |
| 3Y | +58.3% | +76.9% | -18.6% | -16.2% |
| 5Y | +39.4% | +60.4% | -21.0% | -17.0% |
| All | +39.4% | +60.6% | -21.2% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling