+157.7%
FNDE vs VT
+294.3%
-136.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.6% | +0.4% | +2.1% | +2.1% |
| 30D | +3.8% | +1.0% | +2.8% | +2.8% |
| 3M | +4.3% | +2.4% | +1.9% | +1.9% |
| 6M | +12.0% | +12.0% | 0.0% | +0.4% |
| YTD | +20.0% | +15.3% | +4.7% | +4.6% |
| 1Y | +30.8% | +22.6% | +8.3% | +7.5% |
| 3Y | +82.9% | +74.7% | +8.2% | +5.7% |
| 5Y | +65.8% | +66.1% | -0.3% | -0.2% |
| 10Y | +163.8% | +225.0% | -61.2% | -26.1% |
| All | +157.7% | +294.3% | -136.6% | -42.5% |
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 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