-14.1%
FATE price history and return analytics
+74.4%
-88.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -7.9% |
| 7D | -13.2% | -0.1% | -13.1% | -12.4% |
| 30D | -18.8% | -3.1% | -15.7% | -13.5% |
| 3M | -35.9% | -3.5% | -32.4% | -31.2% |
| 6M | -25.9% | +0.5% | -26.4% | -25.4% |
| YTD | +80.6% | +10.8% | +69.8% | +55.0% |
| 1Y | +62.4% | +11.9% | +50.5% | +37.2% |
| 3Y | -14.1% | +73.0% | -87.1% | -82.8% |
| All | -14.1% | +74.4% | -88.5% | -82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling