+605.7%
FCNCA vs VT
+221.8%
+384.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +2.2% | +2.4% | -0.1% | -0.4% |
| 30D | +13.1% | -1.5% | +14.6% | +14.5% |
| 3M | +2.6% | -4.1% | +6.7% | +6.9% |
| 6M | +22.0% | +0.6% | +21.4% | +19.8% |
| YTD | +8.6% | +11.0% | -2.4% | -4.9% |
| 1Y | +27.9% | +13.3% | +14.5% | +9.4% |
| 3Y | +67.1% | +73.4% | -6.3% | -11.3% |
| 5Y | +182.8% | +57.4% | +125.3% | +68.7% |
| All | +605.7% | +221.8% | +384.0% | +91.3% |
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