+54.1%
FENC price history and return analytics
+66.2%
-12.1%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.0% | +0.4% | +0.5% | +0.6% |
| 30D | +17.8% | +1.0% | +16.8% | +16.9% |
| 3M | +35.3% | +2.4% | +32.9% | +32.7% |
| 6M | +51.1% | +12.0% | +39.1% | +38.7% |
| YTD | +60.9% | +15.3% | +45.6% | +44.6% |
| 1Y | +35.0% | +22.6% | +12.4% | +16.1% |
| 3Y | +48.0% | +74.7% | -26.6% | +4.1% |
| All | +54.1% | +66.2% | -12.1% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling