+86.2%
FCAP price history and return analytics
+57.0%
+29.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +4.3% | +2.4% | +1.9% | +3.8% |
| 30D | +5.3% | -1.5% | +6.8% | +5.6% |
| 3M | -0.2% | -4.1% | +4.0% | +0.6% |
| 6M | +17.7% | +0.6% | +17.2% | +17.5% |
| YTD | +11.7% | +11.0% | +0.6% | +9.4% |
| 1Y | +47.5% | +13.3% | +34.1% | +43.7% |
| 3Y | +172.6% | +73.4% | +99.2% | +147.4% |
| All | +86.2% | +57.0% | +29.2% | +79.2% |
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