+35.7%
FCF price history and return analytics
+11.9%
+23.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.1% | +2.4% | -2.3% | -0.5% |
| 30D | +5.8% | -1.5% | +7.3% | +6.1% |
| 3M | -2.6% | -4.1% | +1.5% | -1.6% |
| 6M | +17.4% | +0.6% | +16.9% | +17.0% |
| YTD | +27.7% | +11.0% | +16.6% | +22.0% |
| 1Y | +35.7% | +13.3% | +22.4% | +28.0% |
| All | +35.7% | +11.9% | +23.8% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling