+193.5%
FNF price history and return analytics
+224.4%
-30.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -1.1% |
| 7D | +2.0% | -0.7% | +2.7% | +2.6% |
| 30D | +13.1% | -1.7% | +14.8% | +14.7% |
| 3M | -6.0% | -2.3% | -3.7% | -4.2% |
| 6M | -6.4% | +1.5% | -8.0% | -8.6% |
| YTD | -16.3% | +12.0% | -28.4% | -25.8% |
| 1Y | -18.6% | +12.9% | -31.4% | -28.4% |
| 3Y | +16.8% | +74.9% | -58.1% | -33.9% |
| 5Y | +14.8% | +59.9% | -45.1% | -29.0% |
| 10Y | +193.5% | +224.6% | -31.2% | -14.9% |
| All | +193.5% | +224.4% | -30.9% | -14.9% |
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