+4.9%
FCA price history and return analytics
+65.7%
-60.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | -1.3% | -0.7% | -0.6% | -0.8% |
| 3M | -7.3% | +4.0% | -11.3% | -9.9% |
| 6M | -15.4% | +12.3% | -27.7% | -22.0% |
| YTD | -1.3% | +14.0% | -15.4% | -10.0% |
| 1Y | -1.2% | +20.3% | -21.5% | -13.2% |
| 3Y | +62.8% | +75.4% | -12.7% | +11.9% |
| 5Y | +4.9% | +66.0% | -61.0% | -27.7% |
| All | +4.9% | +65.7% | -60.8% | -27.7% |
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