-96.7%
FCEL vs VO
+38.8%
-135.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.3% | +5.3% | +3.5% |
| 7D | +3.9% | +0.2% | +3.7% | +4.6% |
| 30D | -33.1% | +2.0% | -35.1% | -35.2% |
| 3M | -43.0% | -0.3% | -42.7% | -41.2% |
| 6M | -31.3% | +7.3% | -38.6% | -38.4% |
| YTD | +49.8% | +15.0% | +34.8% | +16.3% |
| 1Y | +48.2% | +14.7% | +33.5% | +16.5% |
| 3Y | -64.6% | +67.3% | -131.9% | -88.1% |
| 5Y | -96.7% | +38.8% | -135.5% | -98.1% |
| All | -96.7% | +38.8% | -135.5% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling