+73.2%
FCLD price history and return analytics
+72.0%
+1.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -0.3% | +1.0% | -1.3% | -1.8% |
| 30D | +4.9% | -0.2% | +5.1% | +5.3% |
| 3M | +16.1% | +4.5% | +11.5% | +8.8% |
| 6M | +59.1% | +14.1% | +45.0% | +30.5% |
| YTD | +48.3% | +14.8% | +33.5% | +20.6% |
| 1Y | +52.3% | +21.2% | +31.1% | +14.2% |
| 3Y | +119.8% | +76.6% | +43.2% | -5.0% |
| All | +73.2% | +72.0% | +1.2% | -19.3% |
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 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