+32.8%
FCOM price history and return analytics
+63.7%
-30.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.3% |
| 7D | -0.8% | -2.0% | +1.2% | +1.3% |
| 30D | +1.3% | -1.4% | +2.7% | +2.8% |
| 3M | +1.9% | +4.7% | -2.9% | -3.4% |
| 6M | -0.7% | +11.4% | -12.0% | -12.2% |
| YTD | -2.2% | +13.1% | -15.2% | -15.2% |
| 1Y | +2.4% | +19.0% | -16.7% | -16.4% |
| 3Y | +80.2% | +73.9% | +6.2% | -5.5% |
| 5Y | +32.8% | +65.4% | -32.6% | -25.6% |
| All | +32.8% | +63.7% | -30.9% | -25.6% |
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