-44.6%
VG vs FND
-53.3%
+8.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.3% |
| 7D | +14.0% | -6.8% | +20.8% | +12.6% |
| 30D | -1.0% | +8.0% | -9.0% | +0.8% |
| 3M | -2.7% | -18.9% | +16.2% | -4.7% |
| 6M | +1.5% | +4.7% | -3.2% | +1.3% |
| YTD | +93.7% | -21.6% | +115.3% | +97.9% |
| 1Y | +68.5% | -22.0% | +90.6% | +72.1% |
| All | -44.6% | -53.3% | +8.7% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling