-59.7%
FICO price history and return analytics
+11.9%
-71.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +1.4% | +2.9% | -1.5% | +1.2% |
| 30D | -0.8% | -2.5% | +1.7% | -0.6% |
| 3M | -31.3% | -3.3% | -28.0% | -31.1% |
| 6M | -33.9% | +1.5% | -35.5% | -34.0% |
| YTD | -57.6% | +11.4% | -68.9% | -60.2% |
| 1Y | -59.7% | +11.9% | -71.6% | -62.3% |
| All | -59.7% | +11.9% | -71.5% | -62.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling