+193.8%
FNDF vs VT
+214.8%
-21.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +1.0% |
| 7D | -1.8% | -4.2% | +2.4% | +2.1% |
| 30D | -1.3% | -5.8% | +4.5% | +4.2% |
| 3M | -2.5% | -5.2% | +2.7% | +2.4% |
| 6M | +2.9% | +0.1% | +2.7% | +2.7% |
| YTD | +18.5% | +8.2% | +10.2% | +10.3% |
| 1Y | +25.8% | +10.1% | +15.7% | +15.3% |
| 3Y | +84.7% | +69.7% | +15.1% | +13.2% |
| 5Y | +86.0% | +53.4% | +32.7% | +24.7% |
| All | +193.8% | +214.8% | -21.0% | -3.5% |
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 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