+5.4%
FENC price history and return analytics
+53.4%
-48.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.2% | +4.3% |
| 7D | -4.2% | -2.3% | -1.9% | -2.1% |
| 30D | -5.3% | -5.0% | -0.4% | -0.9% |
| 3M | -9.5% | -4.9% | -4.6% | -5.3% |
| 6M | +36.6% | -1.5% | +38.2% | +39.0% |
| YTD | +27.4% | +8.5% | +18.9% | +20.8% |
| 1Y | +22.6% | +11.4% | +11.3% | +13.9% |
| 3Y | +23.2% | +70.1% | -46.8% | -10.3% |
| All | +5.4% | +53.4% | -48.0% | -19.9% |
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