+75.0%
VTI vs FND
-63.3%
+138.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | -0.9% | -5.8% | +4.9% | +0.4% |
| 30D | -1.4% | -20.2% | +18.8% | +3.4% |
| 3M | +3.6% | -12.0% | +15.6% | +5.7% |
| 6M | +13.6% | -18.5% | +32.1% | +17.2% |
| YTD | +12.9% | -22.3% | +35.2% | +17.1% |
| 1Y | +17.2% | -47.6% | +64.9% | +33.1% |
| 3Y | +75.7% | -49.8% | +125.4% | +92.1% |
| All | +75.0% | -63.3% | +138.3% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling