-29.5%
FINV price history and return analytics
+66.2%
-95.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | +2.4% | +1.0% | +1.4% | +1.3% |
| 30D | -30.0% | -0.2% | -29.8% | -29.8% |
| 3M | -29.9% | +4.5% | -34.4% | -33.3% |
| 6M | -30.1% | +14.1% | -44.1% | -39.3% |
| YTD | -30.9% | +14.8% | -45.6% | -40.2% |
| 1Y | -53.5% | +21.2% | -74.7% | -61.9% |
| 3Y | -23.2% | +76.6% | -99.8% | -59.1% |
| 5Y | -29.5% | +66.6% | -96.1% | -55.7% |
| All | -29.5% | +66.2% | -95.7% | -55.7% |
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