-69.7%
FC price history and return analytics
+59.8%
-129.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.7% |
| 7D | -12.9% | -0.7% | -12.2% | -12.3% |
| 30D | -19.1% | -1.7% | -17.4% | -17.8% |
| 3M | -27.3% | -2.3% | -25.0% | -25.8% |
| 6M | -31.3% | +1.5% | -32.9% | -32.7% |
| YTD | -10.0% | +12.0% | -22.1% | -20.6% |
| 1Y | -1.8% | +12.9% | -14.7% | -14.0% |
| 3Y | -60.1% | +74.9% | -135.0% | -76.5% |
| 5Y | -69.7% | +59.9% | -129.7% | -79.1% |
| All | -69.7% | +59.8% | -129.5% | -79.1% |
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