-49.4%
VG vs FND
-49.7%
+0.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.2% | +1.1% |
| 7D | -7.7% | +6.8% | -14.5% | -6.3% |
| 30D | -8.8% | +13.1% | -21.9% | -6.4% |
| 3M | -15.6% | -13.1% | -2.6% | -16.4% |
| 6M | +5.2% | -0.6% | +5.8% | +6.6% |
| YTD | +76.9% | -15.5% | +92.4% | +83.0% |
| 1Y | +42.5% | -13.7% | +56.2% | +46.5% |
| All | -49.4% | -49.7% | +0.3% | -52.3% |
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 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