+54.1%
FINT vs VT
+42.3%
+11.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +2.5% | +1.0% | +1.6% | +1.6% |
| 3M | +3.7% | +2.4% | +1.3% | +1.5% |
| 6M | +11.1% | +12.0% | -0.9% | +0.6% |
| YTD | +19.5% | +15.3% | +4.2% | +5.8% |
| 1Y | +29.0% | +22.6% | +6.4% | +8.8% |
| All | +54.1% | +42.3% | +11.8% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling