+73.3%
FNV vs VT
+58.5%
+14.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -1.2% | +2.9% | -4.1% | -3.2% |
| 30D | +1.6% | -2.5% | +4.1% | +3.4% |
| 3M | +5.2% | -3.3% | +8.5% | +7.9% |
| 6M | +4.9% | +1.5% | +3.4% | +4.1% |
| YTD | +20.2% | +11.4% | +8.8% | +12.3% |
| 1Y | +24.6% | +11.9% | +12.7% | +16.1% |
| 3Y | +112.9% | +73.9% | +39.0% | +48.4% |
| 5Y | +73.3% | +57.9% | +15.4% | +20.1% |
| All | +73.3% | +58.5% | +14.7% | +20.1% |
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 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