+304.3%
FNV price history and return analytics
+229.8%
+74.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.2% | +1.6% |
| 7D | +0.1% | -1.1% | +1.2% | +0.6% |
| 30D | +12.9% | -1.0% | +13.9% | +13.5% |
| 3M | +28.2% | +3.2% | +25.0% | +26.4% |
| 6M | +0.7% | +12.5% | -11.8% | -4.2% |
| YTD | +29.0% | +14.1% | +15.0% | +22.3% |
| 1Y | +32.5% | +18.9% | +13.6% | +23.5% |
| 3Y | +93.8% | +74.1% | +19.7% | +55.2% |
| 5Y | +96.5% | +66.9% | +29.7% | +56.9% |
| All | +304.3% | +229.8% | +74.5% | +144.2% |
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 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