-22.3%
FINW vs VT
+12.5%
-34.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +12.5% | -0.1% | +12.6% | +12.3% |
| 30D | +33.8% | -3.1% | +36.9% | +34.7% |
| 3M | +7.3% | -3.5% | +10.8% | +8.1% |
| 6M | +8.7% | +0.5% | +8.3% | +7.9% |
| YTD | -18.0% | +10.8% | -28.8% | -22.9% |
| 1Y | -22.3% | +11.9% | -34.1% | -27.5% |
| All | -22.3% | +12.5% | -34.7% | -27.5% |
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 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