+225.6%
FANG price history and return analytics
+65.7%
+159.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.9% |
| 7D | +2.9% | -1.1% | +4.0% | +3.8% |
| 30D | +2.6% | -1.0% | +3.6% | +3.3% |
| 3M | +7.6% | +3.2% | +4.4% | +4.2% |
| 6M | +17.3% | +12.5% | +4.8% | +4.1% |
| YTD | +38.7% | +14.1% | +24.6% | +21.1% |
| 1Y | +51.6% | +18.9% | +32.7% | +26.7% |
| 3Y | +50.0% | +74.1% | -24.1% | -13.9% |
| All | +225.6% | +65.7% | +159.9% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling