+1,575.5%
FCNCA price history and return analytics
+368.9%
+1,206.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.0% |
| YTD | +1.6% | +14.1% | -12.5% | -11.0% |
| 1Y | +11.1% | +18.9% | -7.8% | -6.5% |
| 3Y | +65.7% | +74.1% | -8.4% | -1.6% |
| 5Y | +155.9% | +66.9% | +89.0% | +59.3% |
| 10Y | +702.7% | +228.3% | +474.4% | +184.5% |
| All | +1,575.5% | +368.9% | +1,206.6% | +395.3% |
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