+160.4%
FCAP price history and return analytics
+215.5%
-55.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | -3.1% | -5.0% | +1.9% | -0.3% |
| 3M | -2.1% | -4.9% | +2.8% | +0.6% |
| 6M | +13.1% | -1.5% | +14.7% | +13.6% |
| YTD | +7.1% | +8.5% | -1.4% | +1.5% |
| 1Y | +43.6% | +11.4% | +32.3% | +33.7% |
| 3Y | +176.5% | +70.1% | +106.5% | +96.4% |
| 5Y | +80.6% | +53.7% | +26.8% | +36.3% |
| All | +160.4% | +215.5% | -55.1% | +36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling