+278.1%
FCF price history and return analytics
+374.2%
-96.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.4% | +0.4% | +1.9% | +1.9% |
| 30D | -0.9% | +1.0% | -1.9% | -2.0% |
| 3M | +13.4% | +2.4% | +11.0% | +9.7% |
| 6M | +21.2% | +12.0% | +9.2% | +5.6% |
| YTD | +29.3% | +15.3% | +14.0% | +8.8% |
| 1Y | +22.0% | +22.6% | -0.6% | -4.3% |
| 3Y | +77.0% | +74.7% | +2.4% | -7.3% |
| 5Y | +89.0% | +66.1% | +22.9% | +3.2% |
| 10Y | +185.2% | +225.0% | -39.8% | -27.2% |
| All | +278.1% | +374.2% | -96.1% | -23.4% |
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