-18.5%
FN price history and return analytics
+11.9%
-30.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -7.0% | -6.5% |
| 7D | +0.3% | +2.4% | -2.1% | -5.5% |
| 30D | -16.5% | -1.5% | -15.0% | -11.2% |
| 3M | -42.1% | -4.1% | -38.0% | -33.2% |
| 6M | -52.9% | +0.6% | -53.4% | -51.1% |
| YTD | -28.0% | +11.0% | -39.0% | -44.1% |
| 1Y | -18.5% | +13.3% | -31.9% | -41.5% |
| All | -18.5% | +11.9% | -30.4% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling