-62.5%
FATE price history and return analytics
+283.4%
-345.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +2.1% | +0.4% | +1.6% | +1.3% |
| 30D | -4.6% | +1.0% | -5.6% | -6.0% |
| 3M | +12.2% | +2.4% | +9.8% | +8.7% |
| 6M | +71.0% | +12.0% | +59.0% | +44.0% |
| YTD | +153.1% | +15.3% | +137.7% | +105.1% |
| 1Y | +155.7% | +22.6% | +133.1% | +87.9% |
| 3Y | -11.7% | +74.7% | -86.4% | -61.1% |
| 5Y | -96.6% | +66.1% | -162.7% | -98.3% |
| 10Y | +4.2% | +225.0% | -220.8% | -74.7% |
| All | -62.5% | +283.4% | -345.9% | -91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling