+52.9%
FCLD price history and return analytics
+66.0%
-13.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -4.2% | -0.1% | -4.1% | -4.0% |
| 30D | -15.4% | -3.1% | -12.3% | -11.2% |
| 3M | -9.0% | -3.5% | -5.5% | -4.0% |
| 6M | +9.8% | +0.5% | +9.3% | +9.2% |
| YTD | +30.9% | +10.8% | +20.1% | +12.2% |
| 1Y | +22.4% | +11.9% | +10.5% | +3.4% |
| 3Y | +99.6% | +73.0% | +26.6% | -11.1% |
| 5Y | +44.9% | +58.6% | -13.7% | -25.1% |
| All | +52.9% | +66.0% | -13.2% | -24.8% |
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