-100.0%
FCHL price history and return analytics
+22.0%
-121.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.2% |
| 7D | -6.5% | -1.1% | -5.4% | -6.2% |
| 30D | -20.8% | -1.0% | -19.8% | -20.5% |
| 3M | -27.0% | +3.2% | -30.1% | -27.5% |
| 6M | -99.1% | +12.5% | -111.5% | -99.0% |
| YTD | -99.1% | +14.1% | -113.2% | -99.1% |
| 1Y | -100.0% | +18.9% | -118.9% | -100.0% |
| All | -100.0% | +22.0% | -121.9% | -100.0% |
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 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