+24.4%
FCAL price history and return analytics
+170.7%
-146.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.1% | -2.3% | +3.4% | +1.2% |
| 30D | +5.0% | -5.0% | +10.0% | +5.3% |
| 3M | -0.3% | -4.9% | +4.6% | -0.1% |
| 6M | -0.7% | -1.5% | +0.9% | -0.6% |
| YTD | +0.6% | +8.5% | -7.8% | +0.2% |
| 1Y | +1.2% | +11.4% | -10.2% | +0.5% |
| 3Y | +12.7% | +70.1% | -57.4% | +9.3% |
| 5Y | +2.2% | +53.7% | -51.5% | -0.4% |
| All | +24.4% | +170.7% | -146.4% | +15.4% |
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