+203.6%
FNDF vs VT
+224.5%
-20.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.6% | +0.4% | +1.1% | +1.2% |
| 30D | +3.1% | +1.0% | +2.1% | +2.2% |
| 3M | +3.5% | +2.4% | +1.2% | +1.3% |
| 6M | +12.6% | +12.0% | +0.6% | +1.6% |
| YTD | +25.3% | +15.3% | +9.9% | +10.0% |
| 1Y | +38.8% | +22.6% | +16.2% | +15.3% |
| 3Y | +92.2% | +74.7% | +17.5% | +14.7% |
| 5Y | +98.3% | +66.1% | +32.1% | +23.4% |
| All | +203.6% | +224.5% | -20.9% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling