-95.9%
FNGD vs VT
+69.4%
-165.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -4.1% | +22.1% | +0.7% |
| 7D | +24.2% | -4.2% | +28.4% | +6.1% |
| 30D | +52.5% | -5.8% | +58.3% | +22.4% |
| 3M | +27.1% | -5.2% | +32.4% | +6.2% |
| 6M | -15.2% | +0.1% | -15.4% | -3.6% |
| YTD | -32.8% | +8.2% | -41.0% | +12.8% |
| 1Y | -22.3% | +10.1% | -32.5% | +43.4% |
| All | -95.9% | +69.4% | -165.2% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling