+8.8%
FINW price history and return analytics
+63.4%
-54.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -1.0% | +1.0% | -2.0% | -1.6% |
| 30D | -3.0% | -0.2% | -2.7% | -2.9% |
| 3M | -3.8% | +4.5% | -8.3% | -6.7% |
| 6M | -14.7% | +14.1% | -28.8% | -22.1% |
| YTD | -22.8% | +14.8% | -37.6% | -29.8% |
| 1Y | -29.6% | +21.2% | -50.8% | -38.3% |
| 3Y | +52.1% | +76.6% | -24.4% | +7.9% |
| All | +8.8% | +63.4% | -54.7% | -20.7% |
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