+12.8%
FCA price history and return analytics
+57.5%
-44.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -7.1% | -3.1% | -4.1% | -5.2% |
| 3M | -11.2% | -3.5% | -7.7% | -9.1% |
| 6M | -25.6% | +0.5% | -26.0% | -25.9% |
| YTD | -11.3% | +10.8% | -22.1% | -17.5% |
| 1Y | -14.8% | +11.9% | -26.7% | -21.3% |
| 3Y | +51.7% | +73.0% | -21.3% | +5.4% |
| 5Y | +12.8% | +58.6% | -45.8% | -20.1% |
| All | +12.8% | +57.5% | -44.8% | -20.1% |
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