+5.2%
VUG vs FND
-10.3%
+15.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.9% | -9.4% | +0.3% |
| 7D | -3.0% | +12.3% | -15.3% | -4.3% |
| 30D | -6.4% | +14.7% | -21.2% | -8.0% |
| 3M | -3.2% | -12.0% | +8.8% | -1.8% |
| 6M | +3.1% | +10.8% | -7.7% | +0.9% |
| YTD | +6.3% | -12.3% | +18.6% | +6.1% |
| 1Y | +5.2% | -13.4% | +18.6% | +4.9% |
| All | +5.2% | -10.3% | +15.4% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling