+1,308.9%
FNV vs VT
+374.2%
+934.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +17.5% | +1.0% | +16.5% | +17.0% |
| 3M | +13.0% | +2.4% | +10.7% | +11.8% |
| 6M | +2.0% | +12.0% | -10.0% | -3.4% |
| YTD | +28.9% | +15.3% | +13.6% | +20.6% |
| 1Y | +40.6% | +22.6% | +18.0% | +27.7% |
| 3Y | +90.4% | +74.7% | +15.7% | +45.1% |
| 5Y | +88.3% | +66.1% | +22.2% | +46.0% |
| 10Y | +297.7% | +225.0% | +72.7% | +114.8% |
| All | +1,308.9% | +374.2% | +934.8% | +377.8% |
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