+448.3%
FCFS price history and return analytics
+222.7%
+225.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | +3.3% | -0.1% | +3.4% | +3.4% |
| 30D | +9.1% | -0.7% | +9.8% | +9.8% |
| 3M | -0.7% | +4.0% | -4.7% | -3.9% |
| 6M | +16.3% | +12.3% | +4.0% | +4.4% |
| YTD | +43.5% | +14.0% | +29.5% | +27.0% |
| 1Y | +56.6% | +20.3% | +36.3% | +31.8% |
| 3Y | +166.8% | +75.4% | +91.4% | +54.9% |
| 5Y | +176.7% | +66.0% | +110.8% | +68.8% |
| 10Y | +448.3% | +228.2% | +220.1% | +58.9% |
| All | +448.3% | +222.7% | +225.6% | +58.9% |
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