-45.6%
FINX price history and return analytics
+65.7%
-111.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.4% |
| 7D | -2.8% | -0.1% | -2.7% | -2.5% |
| 30D | +0.2% | -0.7% | +0.8% | +1.4% |
| 3M | +9.6% | +4.0% | +5.6% | +2.8% |
| 6M | +3.1% | +12.3% | -9.1% | -14.6% |
| YTD | -11.3% | +14.0% | -25.4% | -28.3% |
| 1Y | -23.0% | +20.3% | -43.3% | -42.8% |
| 3Y | +23.6% | +75.4% | -51.9% | -50.8% |
| 5Y | -45.6% | +66.0% | -111.6% | -74.5% |
| All | -45.6% | +65.7% | -111.3% | -74.5% |
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