+357.6%
VUG vs FND
+66.0%
+291.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | -0.1% | -5.2% | +5.1% | +1.1% |
| 30D | -0.3% | -19.9% | +19.6% | +4.9% |
| 3M | -0.7% | +2.7% | -3.4% | -2.4% |
| 6M | +14.6% | -21.7% | +36.3% | +19.8% |
| YTD | +9.0% | -17.5% | +26.5% | +11.8% |
| 1Y | +14.9% | -39.3% | +54.2% | +26.5% |
| 3Y | +86.0% | -49.8% | +135.8% | +105.8% |
| 5Y | +76.7% | -60.1% | +136.8% | +97.5% |
| All | +357.6% | +66.0% | +291.6% | +271.9% |
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 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