-100.0%
FAMI price history and return analytics
+152.3%
-252.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.6% | +9.0% | +8.8% |
| 7D | -13.3% | -0.1% | -13.2% | -13.5% |
| 30D | -18.8% | -0.7% | -18.1% | -18.4% |
| 3M | -88.4% | +4.0% | -92.4% | -89.1% |
| 6M | -90.8% | +12.3% | -103.1% | -91.8% |
| YTD | -89.8% | +14.0% | -103.8% | -91.0% |
| 1Y | -93.2% | +20.3% | -113.5% | -94.2% |
| 3Y | -99.6% | +75.4% | -175.0% | -99.8% |
| 5Y | -100.0% | +66.0% | -166.0% | -100.0% |
| All | -100.0% | +152.3% | -252.3% | -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