+58.3%
FCLD price history and return analytics
+67.9%
-9.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +1.9% |
| 7D | +0.4% | -0.7% | +1.1% | +1.6% |
| 30D | -11.5% | -1.7% | -9.7% | -9.0% |
| 3M | -6.2% | -2.3% | -3.8% | -2.7% |
| 6M | +13.5% | +1.5% | +12.0% | +11.2% |
| YTD | +35.5% | +12.0% | +23.5% | +14.3% |
| 1Y | +27.2% | +12.9% | +14.3% | +6.2% |
| 3Y | +106.7% | +74.9% | +31.7% | -9.5% |
| 5Y | +49.1% | +59.9% | -10.8% | -23.9% |
| All | +58.3% | +67.9% | -9.6% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling