+93.9%
FCPT vs VT
+224.5%
-130.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.7% | +0.4% | -1.2% | -1.1% |
| 30D | -0.9% | +1.0% | -1.8% | -1.8% |
| 3M | +6.7% | +2.4% | +4.3% | +3.4% |
| 6M | +1.6% | +12.0% | -10.4% | -10.3% |
| YTD | +12.5% | +15.3% | -2.9% | -3.8% |
| 1Y | +2.8% | +22.6% | -19.8% | -17.7% |
| 3Y | +18.6% | +74.7% | -56.0% | -37.0% |
| 5Y | +13.6% | +66.1% | -52.6% | -37.0% |
| All | +93.9% | +224.5% | -130.5% | -50.9% |
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