+1.0%
FNGU vs VT
+29.0%
-28.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.0% |
| 7D | +9.2% | +2.4% | +6.8% | -0.1% |
| 30D | -28.6% | -1.5% | -27.1% | -21.9% |
| 3M | -28.0% | -4.1% | -23.9% | -11.8% |
| 6M | -18.4% | +0.6% | -18.9% | -13.1% |
| YTD | -3.1% | +11.0% | -14.2% | -28.7% |
| 1Y | -15.7% | +13.3% | -29.0% | -42.6% |
| All | +1.0% | +29.0% | -28.0% | -52.3% |
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