-100.0%
FNGD vs VT
+135.3%
-235.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | -0.6% |
| 7D | +1.9% | -0.1% | +2.1% | +3.9% |
| 30D | +39.1% | -3.1% | +42.2% | +27.9% |
| 3M | +20.8% | -3.5% | +24.3% | +10.6% |
| 6M | -14.1% | +0.5% | -14.6% | -1.0% |
| YTD | -39.4% | +10.8% | -50.2% | +9.1% |
| 1Y | -28.3% | +11.9% | -40.2% | +36.5% |
| 3Y | -95.8% | +73.0% | -168.7% | -24.0% |
| 5Y | -99.1% | +58.6% | -157.7% | -70.5% |
| All | -100.0% | +135.3% | -235.3% | -98.6% |
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 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