+59.0%
FNCL vs VT
+60.6%
-1.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.6% | +1.8% |
| 7D | +5.3% | -0.3% | +5.6% | +5.6% |
| 30D | +9.1% | -1.4% | +10.6% | +10.5% |
| 3M | +1.6% | -1.4% | +3.0% | +2.8% |
| 6M | +14.4% | +5.5% | +8.9% | +8.0% |
| YTD | +8.9% | +12.8% | -3.9% | -3.9% |
| 1Y | +14.6% | +15.4% | -0.9% | -1.3% |
| 3Y | +85.3% | +76.9% | +8.4% | +3.6% |
| 5Y | +59.0% | +60.4% | -1.4% | -1.5% |
| All | +59.0% | +60.6% | -1.6% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling