-2.4%
FNKO vs VT
+159.1%
-161.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.1% |
| 7D | +12.6% | +2.9% | +9.7% | +7.8% |
| 30D | +5.8% | -2.5% | +8.3% | +10.4% |
| 3M | +16.6% | -3.3% | +19.9% | +23.1% |
| 6M | +24.5% | +1.5% | +23.0% | +21.6% |
| YTD | +102.9% | +11.4% | +91.6% | +73.2% |
| 1Y | +87.0% | +11.9% | +75.1% | +59.0% |
| 3Y | +0.1% | +73.9% | -73.7% | -52.8% |
| 5Y | -61.2% | +57.9% | -119.1% | -79.1% |
| All | -2.4% | +159.1% | -161.5% | -72.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling