+135.1%
VGT vs FND
-62.8%
+197.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.6% |
| 7D | -1.0% | -5.1% | +4.0% | +0.4% |
| 30D | -0.4% | -22.5% | +22.1% | +6.5% |
| 3M | +6.6% | -5.0% | +11.6% | +6.8% |
| 6M | +31.0% | -21.5% | +52.6% | +37.6% |
| YTD | +27.2% | -23.0% | +50.3% | +33.3% |
| 1Y | +34.5% | -44.9% | +79.3% | +55.0% |
| 3Y | +123.1% | -50.0% | +173.1% | +148.9% |
| 5Y | +135.1% | -63.3% | +198.4% | +173.4% |
| All | +135.1% | -62.8% | +197.9% | +173.4% |
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