-100.0%
FNGD vs VT
+130.4%
-230.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -1.2% |
| 7D | +11.8% | -2.3% | +14.2% | +3.9% |
| 30D | +52.5% | -5.0% | +57.4% | +29.0% |
| 3M | +24.4% | -4.9% | +29.2% | +7.1% |
| 6M | -13.2% | -1.5% | -11.7% | -7.9% |
| YTD | -34.2% | +8.5% | -42.7% | +8.5% |
| 1Y | -27.2% | +11.4% | -38.6% | +35.7% |
| 3Y | -96.0% | +70.1% | -166.0% | -32.5% |
| 5Y | -99.0% | +53.7% | -152.7% | -69.7% |
| All | -100.0% | +130.4% | -230.4% | -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 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