+160.4%
FCPI price history and return analytics
+136.2%
+24.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.6% | +0.4% | +0.1% | +0.2% |
| 30D | +2.2% | +1.0% | +1.2% | +1.2% |
| 3M | +4.4% | +2.4% | +2.0% | +1.9% |
| 6M | +12.1% | +12.0% | +0.1% | +0.2% |
| YTD | +16.2% | +15.3% | +0.9% | +1.0% |
| 1Y | +20.0% | +22.6% | -2.5% | -1.8% |
| 3Y | +77.8% | +74.7% | +3.2% | +2.9% |
| 5Y | +95.3% | +66.1% | +29.2% | +18.7% |
| All | +160.4% | +136.2% | +24.2% | +11.4% |
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