+74.6%
FINX vs VT
+210.7%
-136.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.7% | +2.3% |
| 7D | -0.3% | -4.2% | +3.9% | +5.7% |
| 30D | -2.6% | -5.8% | +3.2% | +5.7% |
| 3M | -8.4% | -5.2% | -3.2% | -1.2% |
| 6M | -6.0% | +0.1% | -6.1% | -6.2% |
| YTD | -17.7% | +8.2% | -25.9% | -26.0% |
| 1Y | -25.6% | +10.1% | -35.7% | -34.6% |
| 3Y | +23.5% | +69.7% | -46.2% | -38.9% |
| 5Y | -49.9% | +53.4% | -103.3% | -70.6% |
| 10Y | +79.3% | +219.2% | -140.0% | -50.5% |
| All | +74.6% | +210.7% | -136.1% | -51.3% |
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