+137.9%
FNDE vs VT
+270.0%
-132.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +1.3% |
| 7D | -2.9% | -4.2% | +1.3% | +1.1% |
| 30D | -7.3% | -5.8% | -1.5% | -1.8% |
| 3M | -4.2% | -5.2% | +1.1% | +0.8% |
| 6M | -2.4% | +0.1% | -2.5% | -2.7% |
| YTD | +10.8% | +8.2% | +2.6% | +2.6% |
| 1Y | +12.0% | +10.1% | +1.8% | +1.9% |
| 3Y | +72.0% | +69.7% | +2.3% | +2.1% |
| 5Y | +54.4% | +53.4% | +1.0% | +0.5% |
| 10Y | +142.3% | +219.2% | -76.9% | -32.0% |
| All | +137.9% | +270.0% | -132.1% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling