+3.4%
FNGG vs VT
+66.3%
-62.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | +0.5% |
| 7D | -3.8% | -0.1% | -3.7% | -2.8% |
| 30D | -23.4% | -3.1% | -20.3% | -14.2% |
| 3M | -17.4% | -3.5% | -13.9% | -6.0% |
| 6M | -6.0% | +0.5% | -6.4% | -5.0% |
| YTD | +8.0% | +10.8% | -2.8% | -21.4% |
| 1Y | -5.6% | +11.9% | -17.5% | -33.5% |
| 3Y | +220.7% | +73.0% | +147.8% | -46.0% |
| 5Y | -12.5% | +58.6% | -71.1% | -70.4% |
| All | +3.4% | +66.3% | -62.8% | -70.4% |
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