+74.2%
VTI vs FND
-50.8%
+125.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -2.0% | -5.1% | +3.1% | -1.2% |
| 30D | -1.9% | -22.5% | +20.6% | +2.2% |
| 3M | +4.5% | -5.0% | +9.6% | +4.7% |
| 6M | +12.6% | -21.5% | +34.1% | +16.1% |
| YTD | +12.0% | -23.0% | +35.0% | +15.4% |
| 1Y | +17.3% | -44.9% | +62.2% | +28.3% |
| All | +74.2% | -50.8% | +125.0% | +85.3% |
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