-51.1%
FATE price history and return analytics
+222.7%
-273.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.2% | -15.7% |
| 7D | -27.6% | +2.9% | -30.5% | -31.0% |
| 30D | -33.0% | -2.5% | -30.5% | -29.4% |
| 3M | -50.7% | -3.3% | -47.4% | -47.3% |
| 6M | -40.4% | +1.5% | -42.0% | -41.2% |
| YTD | +36.7% | +11.4% | +25.4% | +15.9% |
| 1Y | +28.8% | +11.9% | +16.9% | +8.5% |
| 3Y | -35.0% | +73.9% | -108.8% | -74.1% |
| 5Y | -97.6% | +57.9% | -155.5% | -98.8% |
| All | -51.1% | +222.7% | -273.8% | -91.7% |
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