+140.6%
FNK price history and return analytics
+222.7%
-82.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +0.2% | +2.9% | -2.7% | -2.9% |
| 30D | +5.8% | -2.5% | +8.3% | +8.6% |
| 3M | +0.4% | -3.3% | +3.8% | +3.9% |
| 6M | +10.9% | +1.5% | +9.4% | +8.0% |
| YTD | +16.9% | +11.4% | +5.5% | +2.0% |
| 1Y | +20.8% | +11.9% | +8.9% | +4.8% |
| 3Y | +56.2% | +73.9% | -17.6% | -18.2% |
| 5Y | +45.8% | +57.9% | -12.1% | -14.4% |
| All | +140.6% | +222.7% | -82.1% | -34.6% |
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 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