+620.9%
VTV vs FN
+2,887.5%
-2,266.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.7% | -12.0% | -1.8% |
| 7D | -2.2% | 0.0% | -2.1% | -2.6% |
| 30D | +2.2% | -34.3% | +36.5% | +6.8% |
| 3M | +0.3% | -39.9% | +40.2% | +5.3% |
| 6M | +8.3% | -51.8% | +60.1% | +15.6% |
| YTD | +18.5% | -28.1% | +46.7% | +18.4% |
| 1Y | +23.0% | -29.1% | +52.1% | +22.6% |
| 3Y | +72.6% | +102.4% | -29.8% | +42.3% |
| 5Y | +73.3% | +171.7% | -98.4% | +33.5% |
| 10Y | +238.2% | +773.5% | -535.3% | +116.2% |
| All | +620.9% | +2,887.5% | -2,266.6% | +295.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling