+7.4%
FINW vs VT
+54.1%
-46.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +2.4% |
| 7D | +2.6% | -4.2% | +6.7% | +5.1% |
| 30D | +25.8% | -5.8% | +31.6% | +30.2% |
| 3M | -3.0% | -5.2% | +2.2% | -0.1% |
| 6M | 0.0% | +0.1% | -0.2% | -1.0% |
| YTD | -23.8% | +8.2% | -32.0% | -28.3% |
| 1Y | -28.8% | +10.1% | -38.9% | -33.8% |
| 3Y | +53.6% | +69.7% | -16.1% | +11.6% |
| All | +7.4% | +54.1% | -46.7% | -19.0% |
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