-10.7%
FATE price history and return analytics
+221.4%
-232.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.7% |
| 7D | +2.9% | +1.0% | +1.9% | +1.0% |
| 30D | -10.7% | -0.2% | -10.5% | -10.5% |
| 3M | +30.9% | +4.5% | +26.3% | +21.4% |
| 6M | +88.0% | +14.1% | +73.9% | +50.3% |
| YTD | +155.1% | +14.8% | +140.3% | +103.8% |
| 1Y | +157.7% | +21.2% | +136.5% | +86.9% |
| 3Y | +0.8% | +76.6% | -75.8% | -60.5% |
| 5Y | -96.4% | +66.6% | -163.0% | -98.4% |
| 10Y | -10.7% | +222.3% | -233.0% | -82.9% |
| All | -10.7% | +221.4% | -232.2% | -82.9% |
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