+2,723.0%
VRT vs FND
+28.3%
+2,694.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.6% | +3.8% |
| 7D | +9.1% | -5.2% | +14.3% | +11.0% |
| 30D | +0.9% | -19.9% | +20.8% | +8.4% |
| 3M | -13.4% | +2.7% | -16.1% | -15.7% |
| 6M | +11.7% | -21.7% | +33.4% | +18.4% |
| YTD | +73.2% | -17.5% | +90.7% | +78.5% |
| 1Y | +123.4% | -39.3% | +162.7% | +154.4% |
| 3Y | +606.2% | -49.8% | +655.9% | +715.0% |
| 5Y | +899.9% | -60.1% | +960.0% | +1,087.4% |
| All | +2,723.0% | +28.3% | +2,694.7% | +2,187.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling