-48.1%
FINV vs VT
+10.5%
-58.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.2% |
| 7D | +3.9% | -2.3% | +6.2% | +6.2% |
| 30D | +0.3% | -5.0% | +5.3% | +4.9% |
| 3M | -39.0% | -4.9% | -34.1% | -36.2% |
| 6M | -43.7% | -1.5% | -42.1% | -43.3% |
| YTD | -40.2% | +8.5% | -48.7% | -46.3% |
| 1Y | -48.1% | +11.4% | -59.4% | -55.9% |
| All | -48.1% | +10.5% | -58.6% | -55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling