-23.4%
FINV price history and return analytics
+77.5%
-100.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -30.7% | +1.0% | -31.6% | -31.2% |
| 3M | -33.7% | +2.4% | -36.0% | -35.0% |
| 6M | -33.4% | +12.0% | -45.4% | -39.3% |
| YTD | -31.1% | +15.3% | -46.4% | -38.5% |
| 1Y | -53.7% | +22.6% | -76.2% | -60.4% |
| All | -23.4% | +77.5% | -100.9% | -48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling