+187.6%
FCN price history and return analytics
+360.7%
-173.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | +42.8% | -1.7% | +44.6% | +43.8% |
| 3M | +29.0% | -2.3% | +31.3% | +30.1% |
| 6M | +24.0% | +1.5% | +22.4% | +22.2% |
| YTD | +15.4% | +12.0% | +3.4% | +8.1% |
| 1Y | +20.4% | +12.9% | +7.5% | +12.2% |
| 3Y | -10.7% | +74.9% | -85.7% | -33.5% |
| 5Y | +35.7% | +59.9% | -24.2% | +4.3% |
| 10Y | +356.1% | +224.6% | +131.5% | +137.1% |
| All | +187.6% | +360.7% | -173.1% | +24.9% |
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