+1,251.7%
FNV vs VT
+346.0%
+905.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +13.3% | -2.3% | +15.7% | +14.6% |
| 30D | +7.2% | -5.0% | +12.1% | +10.0% |
| 3M | +10.5% | -4.9% | +15.4% | +13.5% |
| 6M | +9.1% | -1.5% | +10.7% | +10.3% |
| YTD | +23.7% | +8.5% | +15.2% | +19.4% |
| 1Y | +36.3% | +11.4% | +24.9% | +30.0% |
| 3Y | +110.2% | +70.1% | +40.1% | +62.7% |
| 5Y | +86.4% | +53.7% | +32.7% | +50.4% |
| 10Y | +318.4% | +220.0% | +98.4% | +127.2% |
| All | +1,251.7% | +346.0% | +905.7% | +373.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling