-9.8%
FENC price history and return analytics
+166.9%
-176.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.6% | +7.8% | +8.0% |
| 7D | +2.8% | +0.4% | +2.4% | +2.7% |
| 30D | +1.1% | -2.6% | +3.7% | +4.0% |
| 3M | -6.4% | -3.2% | -3.2% | -3.2% |
| 6M | +56.3% | +0.9% | +55.3% | +55.7% |
| YTD | +40.6% | +11.3% | +29.3% | +29.3% |
| 1Y | +35.7% | +14.0% | +21.7% | +22.0% |
| 3Y | +39.7% | +75.8% | -36.1% | -12.0% |
| 5Y | +15.6% | +57.8% | -42.3% | -20.7% |
| All | -9.8% | +166.9% | -176.7% | -59.7% |
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