-11.8%
FATE price history and return analytics
+223.7%
-235.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +0.9% |
| 7D | -3.5% | +0.4% | -3.9% | -3.6% |
| 30D | -11.0% | -2.6% | -8.4% | -6.1% |
| 3M | -30.7% | -3.2% | -27.5% | -26.1% |
| 6M | -18.8% | +0.9% | -19.8% | -19.1% |
| YTD | +98.0% | +11.3% | +86.7% | +68.1% |
| 1Y | +81.3% | +14.0% | +67.3% | +47.9% |
| 3Y | -8.9% | +75.8% | -84.8% | -64.3% |
| 5Y | -96.8% | +57.8% | -154.7% | -98.4% |
| 10Y | -11.8% | +219.8% | -231.6% | -78.8% |
| All | -11.8% | +223.7% | -235.5% | -78.8% |
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