+17.4%
FNF price history and return analytics
+57.4%
-39.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.6% |
| 7D | +6.8% | +0.4% | +6.4% | +6.4% |
| 30D | +16.1% | -2.6% | +18.7% | +18.4% |
| 3M | -9.2% | -3.2% | -5.9% | -6.8% |
| 6M | -8.9% | +0.9% | -9.8% | -10.3% |
| YTD | -14.7% | +11.3% | -26.0% | -23.2% |
| 1Y | -14.5% | +14.0% | -28.5% | -24.8% |
| 3Y | +20.0% | +75.8% | -55.9% | -31.2% |
| 5Y | +17.4% | +57.8% | -40.4% | -26.3% |
| All | +17.4% | +57.4% | -39.9% | -26.3% |
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