+28.1%
FNGU vs VT
+23.4%
+4.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +1.7% |
| 7D | +3.6% | +0.1% | +3.5% | +3.2% |
| 30D | +4.3% | +0.8% | +3.5% | +1.7% |
| 3M | -0.9% | +2.8% | -3.7% | -6.5% |
| 6M | +79.4% | +13.0% | +66.4% | +25.0% |
| YTD | +34.9% | +15.4% | +19.6% | -12.8% |
| All | +28.1% | +23.4% | +4.7% | -30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling