+1,065.6%
VRT vs FND
-61.0%
+1,126.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +5.4% |
| 7D | +13.6% | +0.4% | +13.2% | +13.4% |
| 30D | +6.8% | -23.6% | +30.3% | +17.8% |
| 3M | -3.2% | +4.3% | -7.6% | -7.2% |
| 6M | +20.3% | -20.3% | +40.6% | +27.5% |
| YTD | +79.6% | -21.3% | +100.9% | +88.6% |
| 1Y | +139.0% | -45.4% | +184.4% | +191.8% |
| 3Y | +644.6% | -48.9% | +693.5% | +749.1% |
| All | +1,065.6% | -61.0% | +1,126.6% | +1,279.9% |
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