+417.0%
FNY price history and return analytics
+345.3%
+71.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -0.3% | -0.1% | -0.1% | -0.1% |
| 30D | -4.5% | -0.7% | -3.9% | -3.8% |
| 3M | -1.7% | +4.0% | -5.7% | -5.5% |
| 6M | +8.3% | +12.3% | -4.0% | -3.8% |
| YTD | +11.2% | +14.0% | -2.9% | -2.8% |
| 1Y | +13.7% | +20.3% | -6.6% | -5.7% |
| 3Y | +61.4% | +75.4% | -14.0% | -8.1% |
| 5Y | +36.0% | +66.0% | -30.0% | -17.2% |
| 10Y | +239.7% | +228.2% | +11.5% | +12.3% |
| All | +417.0% | +345.3% | +71.8% | +33.8% |
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