+3,383.3%
FICO price history and return analytics
+345.0%
+3,038.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +5.5% |
| 7D | -0.3% | -4.2% | +3.9% | +4.3% |
| 30D | +1.7% | -5.8% | +7.5% | +8.1% |
| 3M | -35.2% | -5.2% | -29.9% | -31.5% |
| 6M | -33.7% | +0.1% | -33.8% | -35.1% |
| YTD | -58.2% | +8.2% | -66.4% | -62.8% |
| 1Y | -56.6% | +10.1% | -66.7% | -62.2% |
| 3Y | -24.0% | +69.7% | -93.6% | -59.9% |
| 5Y | +86.1% | +53.4% | +32.7% | +11.3% |
| 10Y | +522.8% | +219.2% | +303.6% | +74.3% |
| All | +3,383.3% | +345.0% | +3,038.3% | +565.9% |
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 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