+1,250.4%
VUG vs FDX
+632.9%
+617.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.1% | -2.5% | +2.4% | +0.9% |
| 30D | -0.3% | +3.8% | -4.1% | -1.9% |
| 3M | -0.7% | -1.3% | +0.6% | -0.6% |
| 6M | +14.6% | +5.0% | +9.6% | +11.3% |
| YTD | +9.0% | +39.6% | -30.6% | -5.8% |
| 1Y | +14.9% | +81.1% | -66.3% | -10.9% |
| 3Y | +86.0% | +63.0% | +23.0% | +44.5% |
| 5Y | +76.7% | +65.6% | +11.1% | +31.6% |
| 10Y | +411.3% | +183.4% | +227.9% | +175.8% |
| All | +1,250.4% | +632.9% | +617.5% | +327.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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