+81.3%
FN vs VT
+69.4%
+11.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -4.1% | -10.2% | -4.9% |
| 7D | -16.0% | -4.2% | -11.8% | -6.8% |
| 30D | -40.1% | -5.8% | -34.3% | -30.5% |
| 3M | -43.9% | -5.2% | -38.7% | -35.4% |
| 6M | -55.6% | +0.1% | -55.8% | -53.9% |
| YTD | -35.7% | +8.2% | -43.9% | -42.7% |
| 1Y | -39.8% | +10.1% | -50.0% | -47.7% |
| All | +81.3% | +69.4% | +11.9% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling