+75.8%
VT vs FND
-49.4%
+125.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +0.4% | -5.2% | +5.7% | +1.3% |
| 30D | +1.0% | -19.9% | +20.8% | +4.5% |
| 3M | +2.4% | +2.7% | -0.3% | +1.2% |
| 6M | +12.0% | -21.7% | +33.7% | +15.4% |
| YTD | +15.3% | -17.5% | +32.8% | +17.3% |
| 1Y | +22.6% | -39.3% | +61.9% | +31.1% |
| All | +75.8% | -49.4% | +125.2% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling