+511.1%
FNGS vs VT
+129.8%
+381.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | +5.2% | +2.9% | +2.4% | +1.5% |
| 30D | -10.2% | -2.5% | -7.7% | -7.1% |
| 3M | -5.1% | -3.3% | -1.8% | -0.8% |
| 6M | +2.2% | +1.5% | +0.7% | +0.7% |
| YTD | +11.0% | +11.4% | -0.4% | -2.7% |
| 1Y | +4.9% | +11.9% | -7.0% | -8.6% |
| 3Y | +117.8% | +73.9% | +44.0% | +12.4% |
| 5Y | +118.9% | +57.9% | +61.0% | +28.3% |
| All | +511.1% | +129.8% | +381.3% | +176.2% |
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