+328.5%
V vs FND
+54.9%
+273.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.2% |
| 7D | -3.0% | -5.1% | +2.0% | -2.1% |
| 30D | +1.2% | -22.5% | +23.7% | +6.3% |
| 3M | +13.9% | -5.0% | +18.9% | +14.2% |
| 6M | +17.2% | -21.5% | +38.8% | +21.3% |
| YTD | +5.3% | -23.0% | +28.4% | +8.8% |
| 1Y | +9.5% | -44.9% | +54.4% | +20.7% |
| 3Y | +51.9% | -50.0% | +101.9% | +64.1% |
| 5Y | +69.6% | -63.3% | +132.9% | +87.7% |
| All | +328.5% | +54.9% | +273.5% | +232.9% |
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