+50.1%
FCLD price history and return analytics
+20.4%
+29.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | 0.0% |
| 7D | -0.1% | -0.1% | 0.0% | +0.1% |
| 30D | +2.2% | -0.7% | +2.9% | +3.1% |
| 3M | +18.2% | +4.0% | +14.3% | +13.2% |
| 6M | +55.1% | +12.3% | +42.8% | +35.5% |
| YTD | +47.1% | +14.0% | +33.1% | +25.2% |
| 1Y | +50.1% | +20.3% | +29.8% | +16.5% |
| All | +50.1% | +20.4% | +29.6% | +16.5% |
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