+131.2%
FXNC price history and return analytics
+371.8%
-240.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | +1.4% | +1.0% | +0.4% | +1.2% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | +5.9% | +4.5% | +1.4% | +5.1% |
| 6M | +18.0% | +14.1% | +3.9% | +15.4% |
| YTD | +23.9% | +14.8% | +9.1% | +21.0% |
| 1Y | +34.3% | +21.2% | +13.1% | +30.0% |
| 3Y | +81.2% | +76.6% | +4.7% | +66.4% |
| 5Y | +67.6% | +66.6% | +1.0% | +54.4% |
| 10Y | +259.4% | +222.3% | +37.1% | +208.1% |
| All | +131.2% | +371.8% | -240.7% | +82.5% |
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