-99.6%
FNUC vs VT
+54.1%
-153.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.1% | -6.7% | -5.1% |
| 7D | -13.9% | -4.2% | -9.8% | -8.4% |
| 30D | -45.2% | -5.8% | -39.4% | -40.1% |
| 3M | -62.1% | -5.2% | -56.9% | -59.0% |
| 6M | -69.9% | +0.1% | -70.0% | -69.2% |
| YTD | -78.8% | +8.2% | -87.0% | -79.9% |
| 1Y | -81.7% | +10.1% | -91.8% | -82.9% |
| 3Y | -94.0% | +69.7% | -163.6% | -97.0% |
| All | -99.6% | +54.1% | -153.7% | -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 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