+693.9%
VGT vs FN
+753.0%
-59.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.7% | -10.3% | -1.8% |
| 7D | -7.2% | 0.0% | -7.2% | -7.8% |
| 30D | -16.1% | -34.3% | +18.2% | -7.1% |
| 3M | -9.2% | -39.9% | +30.7% | +1.7% |
| 6M | -0.7% | -51.8% | +51.1% | +15.9% |
| YTD | +15.6% | -28.1% | +43.7% | +17.2% |
| 1Y | +14.4% | -29.1% | +43.4% | +15.6% |
| 3Y | +105.2% | +102.4% | +2.8% | +41.2% |
| 5Y | +100.0% | +171.7% | -71.6% | +20.2% |
| All | +693.9% | +753.0% | -59.2% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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