-97.0%
FATE price history and return analytics
+53.4%
-150.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -1.0% |
| 7D | -11.5% | -2.3% | -9.2% | -7.0% |
| 30D | -14.4% | -5.0% | -9.5% | -4.9% |
| 3M | -26.1% | -4.9% | -21.2% | -18.0% |
| 6M | -19.7% | -1.5% | -18.1% | -16.4% |
| YTD | +87.8% | +8.5% | +79.3% | +64.0% |
| 1Y | +76.9% | +11.4% | +65.5% | +47.1% |
| 3Y | -26.7% | +70.1% | -96.8% | -73.4% |
| All | -97.0% | +53.4% | -150.4% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling