-43.1%
FINX vs VT
+66.2%
-109.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | +1.3% | +0.4% | +0.8% | +0.6% |
| 30D | +3.9% | +1.0% | +2.9% | +2.4% |
| 3M | +10.3% | +2.4% | +7.9% | +6.2% |
| 6M | +8.7% | +12.0% | -3.3% | -9.7% |
| YTD | -6.6% | +15.3% | -21.9% | -25.9% |
| 1Y | -17.3% | +22.6% | -39.9% | -40.4% |
| 3Y | +27.2% | +74.7% | -47.4% | -48.9% |
| All | -43.1% | +66.2% | -109.3% | -73.5% |
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 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