+122.2%
FNGS vs VT
+59.8%
+62.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +0.3% |
| 7D | -0.7% | -0.7% | 0.0% | +0.4% |
| 30D | -9.7% | -1.7% | -8.0% | -7.1% |
| 3M | -5.2% | -2.3% | -2.9% | -1.7% |
| 6M | +1.9% | +1.5% | +0.4% | -0.1% |
| YTD | +11.5% | +12.0% | -0.5% | -6.4% |
| 1Y | +4.7% | +12.9% | -8.1% | -13.1% |
| 3Y | +118.8% | +74.9% | +43.9% | -8.6% |
| 5Y | +122.2% | +59.9% | +62.2% | +11.9% |
| All | +122.2% | +59.8% | +62.4% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling