-53.3%
FATE price history and return analytics
+221.8%
-275.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.0% |
| 7D | -30.4% | +2.4% | -32.8% | -33.1% |
| 30D | -34.0% | -1.5% | -32.5% | -31.7% |
| 3M | -49.2% | -4.1% | -45.1% | -44.8% |
| 6M | -40.2% | +0.6% | -40.7% | -39.9% |
| YTD | +30.6% | +11.0% | +19.6% | +11.3% |
| 1Y | +29.3% | +13.3% | +15.9% | +6.4% |
| 3Y | -35.7% | +73.4% | -109.1% | -74.3% |
| 5Y | -97.7% | +57.4% | -155.1% | -98.9% |
| All | -53.3% | +221.8% | -275.0% | -92.0% |
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