+14.7%
FCFS price history and return analytics
+12.5%
+2.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.0% |
| 7D | -5.7% | -0.1% | -5.6% | -5.6% |
| 30D | -14.2% | -3.1% | -11.1% | -12.3% |
| 3M | -11.9% | -3.5% | -8.4% | -9.8% |
| 6M | -19.1% | +0.5% | -19.6% | -18.9% |
| YTD | +15.8% | +10.8% | +5.0% | +11.2% |
| 1Y | +14.7% | +11.9% | +2.8% | +8.3% |
| All | +14.7% | +12.5% | +2.2% | +8.3% |
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 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