+6.5%
FINW price history and return analytics
+62.4%
-55.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.7% |
| 7D | -3.7% | -0.1% | -3.6% | -3.6% |
| 30D | -1.1% | -0.7% | -0.4% | -0.7% |
| 3M | -7.9% | +4.0% | -11.9% | -10.5% |
| 6M | -16.0% | +12.3% | -28.3% | -22.5% |
| YTD | -24.4% | +14.0% | -38.4% | -30.9% |
| 1Y | -30.0% | +20.3% | -50.3% | -38.3% |
| 3Y | +49.0% | +75.4% | -26.4% | +6.0% |
| All | +6.5% | +62.4% | -55.9% | -22.0% |
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