-58.9%
FCEL vs VO
+57.7%
-116.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.4% | +20.1% |
| 7D | +4.0% | +0.6% | +3.4% | +2.1% |
| 30D | -13.1% | -1.1% | -12.0% | -10.9% |
| 3M | +14.6% | +4.5% | +10.0% | +5.0% |
| 6M | +133.7% | +11.1% | +122.6% | +91.0% |
| YTD | +143.0% | +13.5% | +129.4% | +92.2% |
| 1Y | +320.9% | +14.5% | +306.4% | +235.8% |
| 3Y | -58.9% | +58.1% | -117.0% | -87.8% |
| All | -58.9% | +57.7% | -116.6% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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