-16.0%
FC price history and return analytics
+223.7%
-239.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -7.1% |
| 7D | -10.7% | +0.4% | -11.1% | -11.2% |
| 30D | -14.7% | -2.6% | -12.1% | -12.2% |
| 3M | -29.0% | -3.2% | -25.7% | -26.5% |
| 6M | -30.1% | +0.9% | -31.0% | -31.4% |
| YTD | -7.7% | +11.3% | -19.0% | -19.6% |
| 1Y | +4.0% | +14.0% | -10.0% | -12.0% |
| 3Y | -57.8% | +75.8% | -133.6% | -78.1% |
| 5Y | -66.2% | +57.8% | -124.0% | -80.1% |
| 10Y | -16.0% | +219.8% | -235.8% | -76.5% |
| All | -16.0% | +223.7% | -239.7% | -76.5% |
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 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