+98.2%
FINX vs VT
+231.0%
-132.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | +3.9% | +1.0% | +2.9% | +2.7% |
| 3M | +10.3% | +2.4% | +7.9% | +6.8% |
| 6M | +8.7% | +12.0% | -3.3% | -7.0% |
| YTD | -6.6% | +15.3% | -21.9% | -23.1% |
| 1Y | -17.3% | +22.6% | -39.9% | -37.2% |
| 3Y | +27.2% | +74.7% | -47.4% | -39.4% |
| 5Y | -43.5% | +66.1% | -109.6% | -70.2% |
| All | +98.2% | +231.0% | -132.9% | -49.4% |
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