-63.6%
FC price history and return analytics
+53.4%
-117.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -10.8% | -2.3% | -8.5% | -8.6% |
| 30D | -10.5% | -5.0% | -5.6% | -5.9% |
| 3M | -24.6% | -4.9% | -19.7% | -20.9% |
| 6M | -28.1% | -1.5% | -26.5% | -27.3% |
| YTD | -3.8% | +8.5% | -12.2% | -12.2% |
| 1Y | +1.6% | +11.4% | -9.8% | -9.9% |
| 3Y | -53.8% | +70.1% | -123.9% | -72.0% |
| All | -63.6% | +53.4% | -117.0% | -73.7% |
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