+98.0%
FNRN vs VT
+66.2%
+31.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | +3.5% | +1.0% | +2.5% | +3.5% |
| 30D | +3.8% | -0.2% | +4.0% | +3.8% |
| 3M | -1.3% | +4.5% | -5.8% | -1.5% |
| 6M | +23.0% | +14.1% | +8.9% | +22.1% |
| YTD | +35.3% | +14.8% | +20.6% | +34.3% |
| 1Y | +49.8% | +21.2% | +28.6% | +48.3% |
| 3Y | +106.6% | +76.6% | +30.0% | +102.1% |
| 5Y | +98.0% | +66.6% | +31.4% | +96.0% |
| All | +98.0% | +66.2% | +31.8% | +96.0% |
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