+5.1%
FNKO vs VT
+74.4%
-69.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.6% |
| 7D | +15.3% | -0.1% | +15.4% | +15.8% |
| 30D | +12.4% | -3.1% | +15.5% | +20.3% |
| 3M | +17.0% | -3.5% | +20.5% | +26.1% |
| 6M | +37.6% | +0.5% | +37.2% | +34.8% |
| YTD | +112.9% | +10.8% | +102.2% | +68.4% |
| 1Y | +93.6% | +11.9% | +81.7% | +50.3% |
| 3Y | +5.1% | +73.0% | -67.9% | -74.8% |
| All | +5.1% | +74.4% | -69.4% | -74.8% |
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