+39.5%
FCA price history and return analytics
+329.3%
-289.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -2.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.2% |
| 30D | -6.3% | -2.6% | -3.7% | -4.4% |
| 3M | -10.0% | -3.2% | -6.7% | -7.8% |
| 6M | -24.9% | +0.9% | -25.8% | -25.5% |
| YTD | -10.4% | +11.3% | -21.7% | -17.7% |
| 1Y | -12.3% | +14.0% | -26.3% | -20.9% |
| 3Y | +53.9% | +75.8% | -21.9% | -0.4% |
| 5Y | +13.6% | +57.8% | -44.2% | -21.1% |
| 10Y | +85.6% | +219.8% | -134.2% | -25.7% |
| All | +39.5% | +329.3% | -289.8% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling