+157.9%
FCBC price history and return analytics
+222.7%
-64.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +1.1% | +2.9% | -1.8% | -1.6% |
| 30D | -4.2% | -2.5% | -1.7% | -2.2% |
| 3M | -6.4% | -3.3% | -3.0% | -3.7% |
| 6M | +10.5% | +1.5% | +9.0% | +7.9% |
| YTD | +43.3% | +11.4% | +32.0% | +27.2% |
| 1Y | +46.8% | +11.9% | +34.9% | +29.6% |
| 3Y | +61.7% | +73.9% | -12.2% | -7.9% |
| 5Y | +70.0% | +57.9% | +12.1% | +6.1% |
| All | +157.9% | +222.7% | -64.8% | -28.5% |
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