-18.2%
FENC price history and return analytics
+160.1%
-178.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.2% | +4.3% |
| 7D | -4.2% | -2.3% | -1.9% | -2.0% |
| 30D | -5.3% | -5.0% | -0.4% | -0.6% |
| 3M | -9.5% | -4.9% | -4.6% | -5.0% |
| 6M | +36.6% | -1.5% | +38.2% | +39.1% |
| YTD | +27.4% | +8.5% | +18.9% | +19.7% |
| 1Y | +22.6% | +11.4% | +11.3% | +12.4% |
| 3Y | +23.2% | +70.1% | -46.8% | -20.2% |
| 5Y | +4.9% | +53.7% | -48.8% | -26.3% |
| All | -18.2% | +160.1% | -178.4% | -62.7% |
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