+291.9%
VTI vs FN
+837.6%
-545.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.9% | -9.4% | +0.4% |
| 7D | +0.2% | +16.3% | -16.0% | -3.0% |
| 30D | -2.9% | -24.7% | +21.9% | +1.2% |
| 3M | -2.6% | -34.9% | +32.3% | +3.2% |
| 6M | +2.8% | -41.1% | +43.9% | +9.2% |
| YTD | +11.6% | -19.6% | +31.2% | +9.0% |
| 1Y | +13.6% | -18.5% | +32.2% | +10.1% |
| 3Y | +79.9% | +119.1% | -39.3% | +32.2% |
| 5Y | +64.3% | +206.9% | -142.7% | +7.3% |
| 10Y | +291.9% | +826.4% | -534.6% | +100.9% |
| All | +291.9% | +837.6% | -545.7% | +100.9% |
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