+7.9%
FMNB vs VT
+58.5%
-50.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -0.4% | +2.9% | -3.3% | -2.3% |
| 30D | +3.1% | -2.5% | +5.6% | +4.7% |
| 3M | -3.2% | -3.3% | +0.2% | -1.1% |
| 6M | +13.4% | +1.5% | +11.9% | +11.5% |
| YTD | +20.3% | +11.4% | +8.9% | +10.4% |
| 1Y | +21.3% | +11.9% | +9.3% | +10.8% |
| 3Y | +50.0% | +73.9% | -23.8% | +0.8% |
| 5Y | +7.9% | +57.9% | -50.0% | -24.1% |
| All | +7.9% | +58.5% | -50.6% | -24.1% |
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