+83.0%
FALN price history and return analytics
+228.4%
-145.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +0.1% | -0.1% | +0.3% | +0.1% |
| 30D | -0.4% | -3.1% | +2.7% | +0.7% |
| 3M | -3.3% | -3.5% | +0.2% | -2.1% |
| 6M | -2.2% | +0.5% | -2.7% | -2.6% |
| YTD | -0.7% | +10.8% | -11.5% | -4.8% |
| 1Y | 0.0% | +11.9% | -11.9% | -4.5% |
| 3Y | +23.4% | +73.0% | -49.6% | -1.0% |
| 5Y | +13.7% | +58.6% | -44.9% | -6.5% |
| 10Y | +71.4% | +219.2% | -147.8% | +2.7% |
| All | +83.0% | +228.4% | -145.4% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling