-11.8%
FENC price history and return analytics
+165.6%
-177.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -1.1% | -0.1% | -1.0% | -0.7% |
| 30D | -1.2% | -3.1% | +1.8% | +2.1% |
| 3M | -3.3% | -3.5% | +0.2% | +0.3% |
| 6M | +52.7% | +0.5% | +52.2% | +52.8% |
| YTD | +37.4% | +10.8% | +26.6% | +26.9% |
| 1Y | +37.8% | +11.9% | +25.9% | +26.0% |
| 3Y | +39.6% | +73.0% | -33.4% | -10.9% |
| 5Y | +14.0% | +58.6% | -44.6% | -22.1% |
| All | -11.8% | +165.6% | -177.5% | -60.4% |
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