-100.0%
FAMI price history and return analytics
+145.1%
-245.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -10.0% | -0.1% | -9.9% | -9.8% |
| 30D | -25.0% | -3.1% | -21.9% | -23.2% |
| 3M | -43.8% | -3.5% | -40.3% | -42.3% |
| 6M | -92.4% | +0.5% | -92.8% | -92.6% |
| YTD | -92.9% | +10.8% | -103.7% | -93.6% |
| 1Y | -94.0% | +11.9% | -105.9% | -94.6% |
| 3Y | -99.4% | +73.0% | -172.4% | -99.6% |
| 5Y | -100.0% | +58.6% | -158.6% | -100.0% |
| All | -100.0% | +145.1% | -245.1% | -100.0% |
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