-17.5%
FN vs VSH
+106.7%
-124.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +8.8% | -2.9% | +0.1% |
| 7D | +8.0% | +12.8% | -4.8% | 0.0% |
| 30D | -19.1% | -9.0% | -10.1% | -14.4% |
| 3M | -29.8% | -12.2% | -17.6% | -24.0% |
| 6M | -43.2% | -15.9% | -27.3% | -41.8% |
| YTD | -18.9% | +103.2% | -122.2% | -59.1% |
| All | -17.5% | +106.7% | -124.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling