-51.4%
VG vs FND
-49.9%
-1.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | 0.0% |
| 7D | -22.0% | +7.7% | -29.7% | -20.7% |
| 30D | -11.6% | +11.9% | -23.5% | -9.5% |
| 3M | -14.9% | -14.6% | -0.3% | -15.8% |
| 6M | -3.5% | +0.5% | -4.0% | -2.4% |
| YTD | +70.0% | -15.8% | +85.8% | +75.7% |
| 1Y | +50.0% | -12.9% | +62.9% | +53.6% |
| All | -51.4% | -49.9% | -1.5% | -54.2% |
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