+39.7%
VGT vs FND
-36.4%
+76.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | +1.0% | -5.2% | +6.2% | +1.6% |
| 30D | +1.3% | -19.9% | +21.2% | +4.0% |
| 3M | -1.1% | +2.7% | -3.9% | -2.0% |
| 6M | +32.6% | -21.7% | +54.3% | +34.9% |
| YTD | +29.0% | -17.5% | +46.5% | +30.4% |
| 1Y | +39.7% | -39.3% | +79.0% | +44.1% |
| All | +39.7% | -36.4% | +76.0% | +44.1% |
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