-40.7%
FINV price history and return analytics
+57.4%
-98.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -1.2% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | -2.6% | -2.6% | 0.0% | 0.0% |
| 3M | -38.7% | -3.2% | -35.4% | -36.7% |
| 6M | -42.4% | +0.9% | -43.3% | -43.3% |
| YTD | -39.4% | +11.3% | -50.7% | -46.0% |
| 1Y | -47.4% | +14.0% | -61.4% | -54.2% |
| 3Y | -28.1% | +75.8% | -103.9% | -61.4% |
| 5Y | -40.7% | +57.8% | -98.6% | -61.7% |
| All | -40.7% | +57.4% | -98.1% | -61.7% |
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