+10.5%
FAN vs VT
+331.8%
-321.3%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +2.6% |
| 7D | +2.4% | -4.2% | +6.6% | +6.9% |
| 30D | +0.3% | -5.8% | +6.1% | +6.6% |
| 3M | -3.1% | -5.2% | +2.2% | +2.4% |
| 6M | -15.8% | +0.1% | -15.9% | -16.0% |
| YTD | +11.4% | +8.2% | +3.2% | +2.5% |
| 1Y | +10.8% | +10.1% | +0.7% | +0.1% |
| 3Y | +64.1% | +69.7% | -5.5% | -6.3% |
| 5Y | +16.9% | +53.4% | -36.5% | -26.3% |
| 10Y | +123.8% | +219.2% | -95.4% | -37.5% |
| All | +10.5% | +331.8% | -321.3% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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