+743.6%
FN vs VO
+196.6%
+547.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.1% | +11.8% | +11.8% |
| 7D | 0.0% | -2.6% | +2.5% | +3.6% |
| 30D | -34.3% | -0.9% | -33.4% | -33.2% |
| 3M | -39.9% | -3.0% | -36.9% | -37.0% |
| 6M | -51.8% | +2.2% | -54.0% | -52.2% |
| YTD | -28.1% | +10.6% | -38.7% | -34.2% |
| 1Y | -29.1% | +12.5% | -41.6% | -36.0% |
| 3Y | +102.4% | +61.4% | +41.1% | +28.7% |
| 5Y | +171.7% | +33.4% | +138.2% | +110.2% |
| All | +743.6% | +196.6% | +547.0% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling