+51.8%
VG vs FND
-10.3%
+62.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +10.9% | -18.6% | -2.3% |
| 7D | -16.4% | +12.3% | -28.7% | -10.7% |
| 30D | -10.8% | +14.7% | -25.5% | -3.5% |
| 3M | -6.3% | -12.0% | +5.7% | -9.7% |
| 6M | -12.5% | +10.8% | -23.3% | -4.1% |
| YTD | +76.9% | -12.3% | +89.2% | +93.6% |
| 1Y | +51.8% | -13.4% | +65.2% | +66.3% |
| All | +51.8% | -10.3% | +62.0% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling