-49.0%
FINX vs VT
+57.4%
-106.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -2.7% |
| 7D | +2.0% | +0.4% | +1.6% | +1.2% |
| 30D | -1.8% | -2.6% | +0.8% | +2.2% |
| 3M | -5.7% | -3.2% | -2.5% | -0.6% |
| 6M | -4.3% | +0.9% | -5.3% | -6.0% |
| YTD | -16.5% | +11.3% | -27.8% | -29.9% |
| 1Y | -21.4% | +14.0% | -35.4% | -36.5% |
| 3Y | +26.1% | +75.8% | -49.8% | -50.2% |
| 5Y | -49.0% | +57.8% | -106.8% | -74.2% |
| All | -49.0% | +57.4% | -106.4% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling