+71.2%
FNB vs VT
+69.4%
+1.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +1.2% |
| 7D | -2.5% | -4.2% | +1.7% | +2.0% |
| 30D | +3.4% | -5.8% | +9.2% | +10.1% |
| 3M | -6.4% | -5.2% | -1.1% | -1.0% |
| 6M | +1.2% | +0.1% | +1.1% | -0.2% |
| YTD | +6.7% | +8.2% | -1.5% | -4.6% |
| 1Y | +15.9% | +10.1% | +5.8% | +1.3% |
| All | +71.2% | +69.4% | +1.9% | -19.6% |
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