+155.3%
FCVT price history and return analytics
+217.6%
-62.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -10.8% | -3.1% | -7.8% | -8.8% |
| 3M | -13.0% | -3.5% | -9.5% | -10.7% |
| 6M | -14.7% | +0.5% | -15.1% | -14.6% |
| YTD | +2.3% | +10.8% | -8.5% | -4.2% |
| 1Y | -0.6% | +11.9% | -12.4% | -7.4% |
| 3Y | +51.8% | +73.0% | -21.1% | +5.3% |
| 5Y | +11.2% | +58.6% | -47.4% | -18.7% |
| 10Y | +155.3% | +219.2% | -63.9% | +27.5% |
| All | +155.3% | +217.6% | -62.4% | +27.5% |
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