+3,279.8%
FN vs VT
+450.0%
+2,829.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | 0.0% | +15.4% | +15.4% |
| 7D | +5.9% | -1.6% | +7.5% | +8.3% |
| 30D | -21.6% | -2.5% | -19.1% | -18.6% |
| 3M | -20.3% | -1.3% | -19.0% | -17.9% |
| 6M | -48.6% | +3.1% | -51.7% | -49.5% |
| YTD | -20.2% | +10.9% | -31.1% | -27.5% |
| 1Y | -18.0% | +12.1% | -30.0% | -25.9% |
| 3Y | +123.6% | +73.9% | +49.7% | +25.1% |
| 5Y | +215.3% | +58.0% | +157.3% | +99.0% |
| 10Y | +844.0% | +225.5% | +618.5% | +163.2% |
| All | +3,279.8% | +450.0% | +2,829.9% | +477.3% |
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 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