+52.6%
FICS price history and return analytics
+96.1%
-43.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | -1.5% | +1.0% | -2.5% | -2.2% |
| 3M | +5.5% | +2.4% | +3.1% | +3.5% |
| 6M | +4.9% | +12.0% | -7.1% | -3.6% |
| YTD | +7.5% | +15.3% | -7.8% | -3.4% |
| 1Y | +11.8% | +22.6% | -10.8% | -4.0% |
| 3Y | +42.0% | +74.7% | -32.7% | -7.4% |
| 5Y | +26.3% | +66.1% | -39.9% | -16.3% |
| All | +52.6% | +96.1% | -43.6% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling