-100.0%
FNGD vs VT
+129.9%
-229.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -4.1% | +22.1% | +1.9% |
| 7D | +24.2% | -4.2% | +28.4% | +7.4% |
| 30D | +52.5% | -5.8% | +58.3% | +24.5% |
| 3M | +27.1% | -5.2% | +32.4% | +7.8% |
| 6M | -15.2% | +0.1% | -15.4% | -3.8% |
| YTD | -32.8% | +8.2% | -41.0% | +9.8% |
| 1Y | -22.3% | +10.1% | -32.5% | +38.5% |
| 3Y | -95.9% | +69.7% | -165.6% | -32.4% |
| 5Y | -99.0% | +53.4% | -152.3% | -69.3% |
| All | -100.0% | +129.9% | -229.9% | -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