+3.3%
FVN price history and return analytics
+40.3%
-37.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.3% |
| 7D | +0.1% | -1.1% | +1.2% | 0.0% |
| 30D | -6.9% | -1.0% | -5.9% | -6.8% |
| 3M | -5.3% | +3.2% | -8.5% | -5.3% |
| 6M | -3.8% | +12.5% | -16.2% | -3.8% |
| YTD | -2.6% | +14.1% | -16.6% | -2.6% |
| 1Y | -1.2% | +18.9% | -20.2% | -1.3% |
| All | +3.3% | +40.3% | -37.0% | +3.1% |
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