+93.0%
FNV price history and return analytics
+74.2%
+18.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.9% |
| 7D | +2.2% | -0.1% | +2.3% | +2.3% |
| 30D | +10.2% | -0.7% | +10.9% | +10.8% |
| 3M | +25.4% | +4.0% | +21.4% | +21.6% |
| 6M | +1.3% | +12.3% | -11.0% | -6.8% |
| YTD | +28.5% | +14.0% | +14.5% | +17.6% |
| 1Y | +35.8% | +20.3% | +15.5% | +20.4% |
| All | +93.0% | +74.2% | +18.9% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling