+52.5%
V vs FND
-49.6%
+102.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | -1.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | +1.9% | -23.6% | +25.4% | +4.4% |
| 3M | +15.5% | +4.3% | +11.2% | +14.6% |
| 6M | +16.6% | -20.3% | +36.9% | +18.6% |
| YTD | +5.7% | -21.3% | +27.0% | +7.2% |
| 1Y | +8.6% | -45.4% | +53.9% | +14.4% |
| 3Y | +52.5% | -48.9% | +101.4% | +55.0% |
| All | +52.5% | -49.6% | +102.1% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling