-9.2%
FENC price history and return analytics
+167.0%
-176.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.1% | +3.0% |
| 7D | +16.1% | +2.9% | +13.2% | +13.3% |
| 30D | +7.1% | -2.5% | +9.6% | +10.0% |
| 3M | -7.9% | -3.3% | -4.5% | -4.5% |
| 6M | +55.0% | +1.5% | +53.5% | +53.6% |
| YTD | +41.6% | +11.4% | +30.2% | +30.1% |
| 1Y | +40.1% | +11.9% | +28.2% | +28.1% |
| 3Y | +43.8% | +73.9% | -30.1% | -8.6% |
| 5Y | +14.4% | +57.9% | -43.5% | -21.5% |
| All | -9.2% | +167.0% | -176.2% | -59.4% |
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 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