+164.1%
FCVT price history and return analytics
+229.5%
-65.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.3% |
| 7D | -4.6% | -0.3% | -4.3% | -4.5% |
| 30D | -10.9% | -1.4% | -9.5% | -10.0% |
| 3M | -13.4% | -1.4% | -12.0% | -12.6% |
| 6M | -11.4% | +5.5% | -16.9% | -14.1% |
| YTD | +3.9% | +12.8% | -9.0% | -3.3% |
| 1Y | +2.8% | +15.4% | -12.6% | -5.5% |
| 3Y | +53.1% | +76.9% | -23.8% | +8.6% |
| 5Y | +12.0% | +60.4% | -48.4% | -16.3% |
| 10Y | +160.3% | +232.8% | -72.5% | +51.7% |
| All | +164.1% | +229.5% | -65.4% | +53.2% |
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