+212.2%
FCBC price history and return analytics
+346.0%
-133.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | -3.1% | -2.3% | -0.8% | -0.8% |
| 30D | -4.3% | -5.0% | +0.6% | +0.5% |
| 3M | -5.7% | -4.9% | -0.8% | -1.1% |
| 6M | +6.8% | -1.5% | +8.4% | +7.4% |
| YTD | +42.1% | +8.5% | +33.6% | +28.4% |
| 1Y | +47.7% | +11.4% | +36.3% | +29.8% |
| 3Y | +58.7% | +70.1% | -11.4% | -10.7% |
| 5Y | +66.4% | +53.7% | +12.7% | +1.9% |
| 10Y | +211.5% | +220.0% | -8.4% | -13.0% |
| All | +212.2% | +346.0% | -133.8% | -39.3% |
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