-49.4%
VG vs FCEL
+18.2%
-67.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.2% |
| 7D | -7.7% | -8.3% | +0.6% | -7.1% |
| 30D | -8.8% | -43.0% | +34.2% | -4.6% |
| 3M | -15.6% | -48.2% | +32.5% | -11.7% |
| 6M | +5.2% | -25.0% | +30.2% | -2.8% |
| YTD | +76.9% | +40.6% | +36.3% | +42.1% |
| 1Y | +42.5% | +36.0% | +6.5% | +13.6% |
| All | -49.4% | +18.2% | -67.5% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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