+397.7%
V vs FND
+57.9%
+339.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.7% |
| 7D | +0.9% | -6.8% | +7.8% | +2.3% |
| 30D | +9.0% | +8.0% | +1.0% | +7.1% |
| 3M | +16.7% | -18.9% | +35.6% | +21.1% |
| 6M | +33.4% | +4.7% | +28.7% | +30.4% |
| YTD | +22.4% | -21.6% | +43.9% | +25.4% |
| 1Y | +27.7% | -22.0% | +49.7% | +30.9% |
| 3Y | +78.0% | -40.4% | +118.4% | +84.5% |
| 5Y | +108.5% | -63.8% | +172.3% | +131.6% |
| All | +397.7% | +57.9% | +339.9% | +284.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling