+74.6%
VTI vs FN
+289.0%
-214.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.5% | -0.8% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | 0.0% | -22.0% | +22.0% | +3.2% |
| 3M | +2.0% | -43.0% | +45.0% | +9.8% |
| 6M | +13.0% | -27.7% | +40.7% | +15.2% |
| YTD | +13.9% | -10.5% | +24.5% | +10.9% |
| 1Y | +20.0% | +12.5% | +7.5% | +11.1% |
| 3Y | +75.8% | +153.8% | -78.0% | +30.1% |
| All | +74.6% | +289.0% | -214.4% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling