+3,689.8%
FN price history and return analytics
+471.8%
+3,218.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | -1.7% | +0.4% | -2.1% | -2.3% |
| 30D | -22.0% | +1.0% | -23.0% | -22.7% |
| 3M | -43.0% | +2.4% | -45.4% | -43.9% |
| 6M | -27.7% | +12.0% | -39.8% | -35.9% |
| YTD | -10.5% | +15.3% | -25.9% | -23.2% |
| 1Y | +12.5% | +22.6% | -10.1% | -9.6% |
| 3Y | +153.8% | +74.7% | +79.1% | +39.9% |
| 5Y | +288.0% | +66.1% | +221.9% | +128.4% |
| 10Y | +906.4% | +225.0% | +681.4% | +178.7% |
| All | +3,689.8% | +471.8% | +3,218.0% | +511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling