-60.8%
FINV vs VT
+165.8%
-226.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.0% |
| 7D | +0.3% | -1.1% | +1.4% | +1.5% |
| 30D | -25.1% | -1.0% | -24.1% | -24.3% |
| 3M | -31.3% | +3.2% | -34.5% | -33.9% |
| 6M | -32.3% | +12.5% | -44.8% | -40.7% |
| YTD | -30.9% | +14.1% | -44.9% | -40.3% |
| 1Y | -53.1% | +18.9% | -72.0% | -61.2% |
| 3Y | -22.3% | +74.1% | -96.4% | -58.6% |
| 5Y | -28.9% | +66.9% | -95.8% | -59.7% |
| All | -60.8% | +165.8% | -226.7% | -86.2% |
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