-66.6%
FINV vs VT
+152.3%
-218.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -0.2% |
| 7D | +1.8% | -4.2% | +5.9% | +6.5% |
| 30D | -3.7% | -5.8% | +2.1% | +2.6% |
| 3M | -40.7% | -5.2% | -35.5% | -37.2% |
| 6M | -43.1% | +0.1% | -43.3% | -43.6% |
| YTD | -41.0% | +8.2% | -49.3% | -46.2% |
| 1Y | -47.7% | +10.1% | -57.9% | -53.1% |
| 3Y | -30.7% | +69.7% | -100.4% | -62.1% |
| 5Y | -39.1% | +53.4% | -92.4% | -62.2% |
| All | -66.6% | +152.3% | -218.8% | -87.5% |
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