+291.4%
FNK price history and return analytics
+323.6%
-32.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.2% |
| 7D | -0.9% | -2.3% | +1.4% | +1.4% |
| 30D | +6.8% | -5.0% | +11.7% | +12.2% |
| 3M | -0.2% | -4.9% | +4.7% | +4.7% |
| 6M | +7.1% | -1.5% | +8.6% | +7.9% |
| YTD | +15.5% | +8.5% | +7.0% | +4.8% |
| 1Y | +22.3% | +11.4% | +10.9% | +7.9% |
| 3Y | +50.7% | +70.1% | -19.4% | -14.1% |
| 5Y | +44.5% | +53.7% | -9.2% | -8.2% |
| 10Y | +160.0% | +220.0% | -59.9% | -16.4% |
| All | +291.4% | +323.6% | -32.2% | -0.4% |
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