+177.6%
VT vs FND
+70.1%
+107.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.4% | -3.3% |
| 7D | -4.2% | +2.2% | -6.4% | -4.7% |
| 30D | -5.8% | +9.6% | -15.4% | -7.8% |
| 3M | -5.2% | -17.9% | +12.7% | -1.9% |
| 6M | +0.1% | +6.6% | -6.4% | -2.6% |
| YTD | +8.2% | -15.5% | +23.7% | +9.7% |
| 1Y | +10.1% | -16.2% | +26.4% | +11.6% |
| 3Y | +69.7% | -36.3% | +105.9% | +75.5% |
| 5Y | +53.4% | -61.4% | +114.8% | +69.3% |
| All | +177.6% | +70.1% | +107.4% | +125.9% |
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 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