+1,602.9%
FCNCA vs VT
+374.2%
+1,228.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | +0.4% | +0.3% | +0.3% |
| 30D | -0.7% | +1.0% | -1.7% | -1.6% |
| 3M | +8.0% | +2.4% | +5.6% | +5.0% |
| 6M | +12.2% | +12.0% | +0.2% | +0.1% |
| YTD | +3.2% | +15.3% | -12.1% | -10.5% |
| 1Y | +10.3% | +22.6% | -12.3% | -9.7% |
| 3Y | +63.2% | +74.7% | -11.4% | -3.4% |
| 5Y | +152.8% | +66.1% | +86.7% | +58.0% |
| 10Y | +703.5% | +225.0% | +478.5% | +186.8% |
| All | +1,602.9% | +374.2% | +1,228.7% | +398.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling