+13.3%
FCNCP vs VT
+150.8%
-137.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -0.5% | +1.0% | -1.5% | -0.9% |
| 30D | +0.3% | -0.2% | +0.5% | +0.3% |
| 3M | 0.0% | +4.5% | -4.6% | -1.7% |
| 6M | -5.5% | +14.1% | -19.6% | -10.0% |
| YTD | +2.6% | +14.8% | -12.1% | -2.5% |
| 1Y | -3.6% | +21.2% | -24.8% | -10.3% |
| 3Y | +16.8% | +76.6% | -59.8% | -5.6% |
| 5Y | -2.6% | +66.6% | -69.2% | -20.6% |
| All | +13.3% | +150.8% | -137.5% | -20.6% |
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