+13.3%
FINW price history and return analytics
+58.5%
-45.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +3.9% |
| 7D | +8.8% | +0.4% | +8.5% | +8.6% |
| 30D | +31.2% | -2.6% | +33.8% | +33.2% |
| 3M | +1.1% | -3.2% | +4.3% | +2.9% |
| 6M | +6.6% | +0.9% | +5.6% | +5.3% |
| YTD | -19.6% | +11.3% | -30.9% | -25.6% |
| 1Y | -25.0% | +14.0% | -39.0% | -31.7% |
| 3Y | +38.0% | +75.8% | -37.9% | -1.8% |
| All | +13.3% | +58.5% | -45.2% | -16.0% |
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 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