+690.7%
FCNCA vs VT
+226.9%
+463.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.6% |
| 7D | -1.7% | -2.0% | +0.3% | +0.4% |
| 30D | -3.8% | -1.4% | -2.4% | -2.3% |
| 3M | +2.6% | +4.7% | -2.1% | -3.0% |
| 6M | +13.5% | +11.4% | +2.1% | -0.4% |
| YTD | +1.2% | +13.1% | -11.9% | -12.7% |
| 1Y | +11.7% | +19.0% | -7.3% | -9.2% |
| 3Y | +65.2% | +73.9% | -8.7% | -12.0% |
| 5Y | +155.0% | +65.4% | +89.6% | +44.8% |
| All | +690.7% | +226.9% | +463.9% | +121.4% |
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