+253.2%
VTI vs FND
+57.3%
+196.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -0.4% | -0.8% | +0.4% | -0.2% |
| 30D | -1.6% | -19.6% | +18.0% | +3.1% |
| 3M | +3.6% | -4.3% | +7.9% | +3.7% |
| 6M | +13.0% | -20.4% | +33.5% | +17.2% |
| YTD | +12.7% | -21.9% | +34.6% | +16.7% |
| 1Y | +18.4% | -45.2% | +63.6% | +32.3% |
| 3Y | +76.4% | -49.2% | +125.7% | +93.2% |
| 5Y | +73.7% | -61.8% | +135.5% | +94.1% |
| All | +253.2% | +57.3% | +196.0% | +190.0% |
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