+54.4%
FCLD price history and return analytics
+66.8%
-12.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.4% |
| 7D | -2.2% | +0.4% | -2.5% | -2.7% |
| 30D | -14.5% | -2.6% | -11.9% | -11.0% |
| 3M | -6.5% | -3.2% | -3.3% | -1.7% |
| 6M | +10.9% | +0.9% | +9.9% | +9.5% |
| YTD | +32.2% | +11.3% | +20.9% | +12.6% |
| 1Y | +27.1% | +14.0% | +13.1% | +4.4% |
| 3Y | +106.2% | +75.8% | +30.4% | -10.4% |
| 5Y | +42.3% | +57.8% | -15.5% | -26.0% |
| All | +54.4% | +66.8% | -12.4% | -24.6% |
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