-90.5%
FCEL vs VO
+42.2%
-132.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -4.8% |
| 7D | +15.1% | -0.6% | +15.7% | +16.5% |
| 30D | -16.4% | -1.9% | -14.5% | -12.5% |
| 3M | -5.3% | +3.3% | -8.5% | -10.9% |
| 6M | +124.5% | +9.7% | +114.8% | +86.9% |
| YTD | +126.7% | +12.6% | +114.1% | +80.2% |
| 1Y | +219.9% | +13.6% | +206.2% | +155.9% |
| 3Y | -61.6% | +56.8% | -118.5% | -85.3% |
| 5Y | -90.5% | +42.3% | -132.8% | -94.3% |
| All | -90.5% | +42.2% | -132.7% | -94.3% |
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