+22.3%
FNK price history and return analytics
+10.5%
+11.8%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -0.9% | -2.3% | +1.4% | +0.2% |
| 30D | +6.8% | -5.0% | +11.7% | +9.2% |
| 3M | -0.2% | -4.9% | +4.7% | +2.1% |
| 6M | +7.1% | -1.5% | +8.6% | +7.4% |
| YTD | +15.5% | +8.5% | +7.0% | +8.3% |
| 1Y | +22.3% | +11.4% | +10.9% | +12.2% |
| All | +22.3% | +10.5% | +11.8% | +12.2% |
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