+554.0%
FNGS vs VT
+138.0%
+415.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | 0.0% | +0.4% | -0.5% | -0.6% |
| 30D | +1.7% | +1.0% | +0.7% | +0.5% |
| 3M | +4.7% | +2.4% | +2.3% | +1.9% |
| 6M | +26.3% | +12.0% | +14.3% | +9.8% |
| YTD | +18.8% | +15.3% | +3.5% | -0.5% |
| 1Y | +20.3% | +22.6% | -2.3% | -6.5% |
| 3Y | +138.4% | +74.7% | +63.7% | +22.0% |
| 5Y | +148.7% | +66.1% | +82.6% | +37.3% |
| All | +554.0% | +138.0% | +415.9% | +182.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling