+195.8%
VT vs FND
+66.0%
+129.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | +0.4% | -5.2% | +5.7% | +1.5% |
| 30D | +1.0% | -19.9% | +20.8% | +5.5% |
| 3M | +2.4% | +2.7% | -0.3% | +1.0% |
| 6M | +12.0% | -21.7% | +33.7% | +16.3% |
| YTD | +15.3% | -17.5% | +32.8% | +17.9% |
| 1Y | +22.6% | -39.3% | +61.9% | +33.1% |
| 3Y | +74.7% | -49.8% | +124.4% | +90.7% |
| 5Y | +66.1% | -60.1% | +126.2% | +82.4% |
| All | +195.8% | +66.0% | +129.7% | +142.9% |
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