-58.8%
FAC price history and return analytics
+26.2%
-85.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.5% |
| 7D | +4.3% | +2.9% | +1.4% | +2.8% |
| 30D | -17.6% | -2.5% | -15.1% | -16.6% |
| 3M | -29.7% | -3.3% | -26.4% | -28.8% |
| 6M | -60.3% | +1.5% | -61.8% | -59.2% |
| YTD | -60.0% | +11.4% | -71.3% | -58.9% |
| 1Y | -59.3% | +11.9% | -71.2% | -58.3% |
| All | -58.8% | +26.2% | -85.1% | -57.7% |
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