+1,357.8%
FNGO vs VT
+152.1%
+1,205.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.9% |
| 7D | -0.1% | +1.0% | -1.1% | -2.5% |
| 30D | -2.6% | -0.2% | -2.4% | -1.9% |
| 3M | +12.6% | +4.5% | +8.1% | +1.9% |
| 6M | +47.0% | +14.1% | +32.9% | +8.1% |
| YTD | +27.9% | +14.8% | +13.2% | -7.3% |
| 1Y | +22.5% | +21.2% | +1.3% | -22.2% |
| 3Y | +293.6% | +76.6% | +217.0% | +11.7% |
| 5Y | +205.2% | +66.6% | +138.6% | +23.5% |
| All | +1,357.8% | +152.1% | +1,205.7% | +196.8% |
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