+92.1%
FNV vs VT
+66.2%
+25.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | +17.5% | +1.0% | +16.5% | +16.8% |
| 3M | +13.0% | +2.4% | +10.7% | +11.3% |
| 6M | +2.0% | +12.0% | -10.0% | -5.5% |
| YTD | +28.9% | +15.3% | +13.6% | +17.6% |
| 1Y | +40.6% | +22.6% | +18.0% | +23.5% |
| 3Y | +90.4% | +74.7% | +15.7% | +32.7% |
| All | +92.1% | +66.2% | +25.9% | +26.7% |
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