-59.7%
FNKO vs VT
+59.8%
-119.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -2.6% |
| 7D | +9.6% | -0.7% | +10.3% | +11.1% |
| 30D | +11.3% | -1.7% | +13.0% | +15.0% |
| 3M | +21.2% | -2.3% | +23.6% | +26.3% |
| 6M | +32.2% | +1.5% | +30.6% | +28.5% |
| YTD | +111.5% | +12.0% | +99.4% | +75.3% |
| 1Y | +103.1% | +12.9% | +90.2% | +67.0% |
| 3Y | +4.4% | +74.9% | -70.6% | -53.0% |
| 5Y | -59.7% | +59.9% | -119.6% | -77.6% |
| All | -59.7% | +59.8% | -119.4% | -77.6% |
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 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