+36.3%
FNGU vs VT
+34.0%
+2.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.0% |
| 7D | -1.8% | +0.4% | -2.2% | -3.3% |
| 30D | +3.1% | +1.0% | +2.1% | -0.4% |
| 3M | +2.7% | +2.4% | +0.3% | -2.1% |
| 6M | +66.0% | +12.0% | +54.0% | +14.1% |
| YTD | +30.7% | +15.3% | +15.4% | -20.0% |
| 1Y | +24.1% | +22.6% | +1.5% | -39.7% |
| All | +36.3% | +34.0% | +2.3% | -46.5% |
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