+158.2%
FCVT price history and return analytics
+224.4%
-66.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.8% |
| 7D | +0.1% | -0.7% | +0.8% | +0.6% |
| 30D | -7.9% | -1.7% | -6.2% | -6.7% |
| 3M | -11.6% | -2.3% | -9.3% | -10.0% |
| 6M | -14.8% | +1.5% | -16.3% | -15.3% |
| YTD | +3.9% | +12.0% | -8.1% | -3.4% |
| 1Y | +1.9% | +12.9% | -11.0% | -5.7% |
| 3Y | +54.3% | +74.9% | -20.7% | +6.1% |
| 5Y | +12.1% | +59.9% | -47.8% | -18.5% |
| 10Y | +158.2% | +224.6% | -66.4% | +26.1% |
| All | +158.2% | +224.4% | -66.1% | +26.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling