+0.7%
FCNCP vs VT
+144.9%
-144.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.5% |
| 7D | -3.3% | -0.7% | -2.6% | -3.0% |
| 30D | -0.4% | -1.7% | +1.4% | +0.2% |
| 3M | -10.7% | -2.3% | -8.3% | -10.0% |
| 6M | -14.6% | +1.5% | -16.1% | -15.2% |
| YTD | -8.8% | +12.0% | -20.9% | -12.7% |
| 1Y | -15.2% | +12.9% | -28.0% | -19.0% |
| 3Y | +1.8% | +74.9% | -73.1% | -17.4% |
| 5Y | -12.8% | +59.9% | -72.7% | -28.0% |
| All | +0.7% | +144.9% | -144.2% | -28.9% |
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