+294.6%
VTI vs FN
+882.3%
-587.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -1.0% |
| 7D | +0.6% | +3.5% | -2.9% | 0.0% |
| 30D | -1.1% | -26.0% | +24.9% | +3.7% |
| 3M | +3.9% | -33.3% | +37.2% | +10.0% |
| 6M | +14.6% | -14.9% | +29.6% | +13.8% |
| YTD | +13.3% | -8.6% | +21.9% | +9.6% |
| 1Y | +19.2% | +12.3% | +6.9% | +9.5% |
| 3Y | +77.4% | +174.4% | -97.0% | +26.1% |
| 5Y | +74.0% | +296.4% | -222.4% | +9.1% |
| 10Y | +294.6% | +890.0% | -595.4% | +98.1% |
| All | +294.6% | +882.3% | -587.7% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling