+320.2%
FHLC price history and return analytics
+246.5%
+73.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.2% |
| 7D | -0.4% | -2.3% | +1.9% | +1.4% |
| 30D | +8.3% | -5.0% | +13.3% | +12.6% |
| 3M | +10.8% | -4.9% | +15.7% | +15.0% |
| 6M | +25.9% | -1.5% | +27.4% | +26.5% |
| YTD | +20.0% | +8.5% | +11.5% | +11.4% |
| 1Y | +27.5% | +11.4% | +16.1% | +15.9% |
| 3Y | +53.6% | +70.1% | -16.4% | -2.0% |
| 5Y | +41.1% | +53.7% | -12.6% | -2.9% |
| 10Y | +222.6% | +220.0% | +2.6% | +14.3% |
| All | +320.2% | +246.5% | +73.6% | +36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling