-80.0%
FNUC vs VT
+13.3%
-93.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -4.7% |
| 7D | -0.7% | -0.7% | 0.0% | +2.2% |
| 30D | -33.2% | -1.7% | -31.5% | -28.4% |
| 3M | -61.9% | -2.3% | -59.6% | -58.8% |
| 6M | -65.5% | +1.5% | -67.0% | -67.2% |
| YTD | -76.4% | +12.0% | -88.4% | -85.7% |
| 1Y | -80.0% | +12.9% | -92.9% | -88.1% |
| All | -80.0% | +13.3% | -93.3% | -88.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling