+65.7%
FCNCA price history and return analytics
+74.2%
-8.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.5% |
| 7D | -1.6% | -1.1% | -0.5% | -0.6% |
| 30D | -4.2% | -1.0% | -3.3% | -3.4% |
| 3M | +2.7% | +3.2% | -0.4% | -0.6% |
| 6M | +17.1% | +12.5% | +4.7% | +3.0% |
| YTD | +1.6% | +14.1% | -12.5% | -12.2% |
| 1Y | +11.1% | +18.9% | -7.8% | -8.5% |
| 3Y | +65.7% | +74.1% | -8.4% | -4.7% |
| All | +65.7% | +74.2% | -8.5% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling