+4.5%
FNGG vs VT
+67.1%
-62.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | -2.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.7% |
| 30D | -22.6% | -2.6% | -20.0% | -14.6% |
| 3M | -16.4% | -3.2% | -13.2% | -5.7% |
| 6M | -5.0% | +0.9% | -5.9% | -5.5% |
| YTD | +9.2% | +11.3% | -2.2% | -21.8% |
| 1Y | +0.2% | +14.0% | -13.8% | -33.7% |
| 3Y | +240.7% | +75.8% | +164.8% | -45.9% |
| 5Y | -16.4% | +57.8% | -74.2% | -71.2% |
| All | +4.5% | +67.1% | -62.5% | -70.5% |
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