+86.3%
FINX price history and return analytics
+224.5%
-138.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | +0.3% |
| 7D | -7.5% | -2.0% | -5.5% | -4.9% |
| 30D | -0.9% | -1.4% | +0.5% | +1.2% |
| 3M | +10.8% | +4.7% | +6.1% | +4.0% |
| 6M | +3.6% | +11.4% | -7.8% | -10.6% |
| YTD | -12.1% | +13.1% | -25.2% | -25.6% |
| 1Y | -22.3% | +19.0% | -41.3% | -38.5% |
| 3Y | +22.4% | +73.9% | -51.5% | -41.3% |
| 5Y | -45.6% | +65.4% | -111.0% | -71.0% |
| All | +86.3% | +224.5% | -138.2% | -51.0% |
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