+794.1%
FN price history and return analytics
+217.6%
+576.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.1% |
| 7D | -4.1% | -0.1% | -3.9% | -3.1% |
| 30D | -28.3% | -3.1% | -25.3% | -24.2% |
| 3M | -33.9% | -3.5% | -30.4% | -29.3% |
| 6M | -43.9% | +0.5% | -44.4% | -42.5% |
| YTD | -23.4% | +10.8% | -34.2% | -30.2% |
| 1Y | -25.4% | +11.9% | -37.3% | -32.3% |
| 3Y | +107.9% | +73.0% | +34.9% | +16.3% |
| 5Y | +195.1% | +58.6% | +136.5% | +83.7% |
| 10Y | +794.1% | +219.2% | +574.9% | +176.0% |
| All | +794.1% | +217.6% | +576.5% | +176.0% |
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