+50.0%
VG vs FE
+5.1%
+44.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | -0.3% |
| 7D | -22.0% | -1.0% | -21.0% | -22.2% |
| 30D | -11.6% | +4.1% | -15.8% | -11.0% |
| 3M | -14.9% | -1.0% | -13.9% | -14.8% |
| 6M | -3.5% | +4.0% | -7.5% | -2.9% |
| YTD | +70.0% | +6.8% | +63.1% | +39.6% |
| 1Y | +50.0% | +5.3% | +44.7% | +26.9% |
| All | +50.0% | +5.1% | +44.9% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 1y: compounded portfolio wealth divided by compounded FE 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…
1y analysis · Full analysis span regression · 6 months rolling