+35.9%
FCN price history and return analytics
+57.4%
-21.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -1.4% |
| 7D | +1.2% | +0.4% | +0.8% | +1.1% |
| 30D | +42.5% | -2.6% | +45.1% | +43.2% |
| 3M | +28.2% | -3.2% | +31.4% | +28.9% |
| 6M | +18.4% | +0.9% | +17.5% | +17.8% |
| YTD | +13.6% | +11.3% | +2.3% | +9.7% |
| 1Y | +18.8% | +14.0% | +4.8% | +13.8% |
| 3Y | -10.3% | +75.8% | -86.1% | -24.7% |
| 5Y | +35.9% | +57.8% | -21.9% | +21.7% |
| All | +35.9% | +57.4% | -21.5% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling