+216.5%
FNB vs VT
+363.9%
-147.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -1.0% |
| 7D | +1.8% | -0.3% | +2.1% | +2.1% |
| 30D | +6.0% | -1.4% | +7.5% | +7.8% |
| 3M | -4.1% | -1.4% | -2.7% | -2.7% |
| 6M | +6.4% | +5.5% | +1.0% | -1.2% |
| YTD | +10.3% | +12.8% | -2.6% | -6.2% |
| 1Y | +21.1% | +15.4% | +5.7% | +0.2% |
| 3Y | +76.0% | +76.9% | -0.9% | -13.5% |
| 5Y | +80.6% | +60.4% | +20.1% | -0.7% |
| 10Y | +108.8% | +232.8% | -124.0% | -51.1% |
| All | +216.5% | +363.9% | -147.3% | -43.2% |
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