-61.2%
FINV price history and return analytics
+165.8%
-226.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.2% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -28.6% | -0.7% | -27.9% | -28.1% |
| 3M | -30.8% | +4.0% | -34.8% | -34.0% |
| 6M | -33.0% | +12.3% | -45.3% | -41.3% |
| YTD | -31.5% | +14.0% | -45.5% | -40.8% |
| 1Y | -54.2% | +20.3% | -74.5% | -62.6% |
| 3Y | -23.9% | +75.4% | -99.3% | -59.8% |
| 5Y | -30.4% | +66.0% | -96.4% | -60.3% |
| All | -61.2% | +165.8% | -226.9% | -86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling