-99.6%
FNUC vs VT
+54.5%
-154.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.1% | +10.1% |
| 7D | -3.7% | -2.3% | -1.4% | -0.1% |
| 30D | -36.2% | -5.0% | -31.2% | -31.1% |
| 3M | -57.2% | -4.9% | -52.3% | -53.9% |
| 6M | -69.1% | -1.5% | -67.5% | -67.8% |
| YTD | -76.6% | +8.5% | -85.1% | -77.9% |
| 1Y | -79.0% | +11.4% | -90.4% | -80.6% |
| 3Y | -93.4% | +70.1% | -163.5% | -96.7% |
| All | -99.6% | +54.5% | -154.1% | -99.7% |
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