+1,870.7%
FIZZ price history and return analytics
+368.9%
+1,501.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.9% |
| 7D | -2.7% | -1.1% | -1.6% | -1.9% |
| 30D | +1.4% | -1.0% | +2.3% | +2.1% |
| 3M | -6.1% | +3.2% | -9.3% | -8.4% |
| 6M | +0.7% | +12.5% | -11.7% | -8.1% |
| YTD | +8.8% | +14.1% | -5.2% | -1.9% |
| 1Y | -14.0% | +18.9% | -32.9% | -25.0% |
| 3Y | -23.5% | +74.1% | -97.6% | -50.5% |
| 5Y | -24.9% | +66.9% | -91.7% | -50.2% |
| 10Y | +82.8% | +228.3% | -145.5% | -31.4% |
| All | +1,870.7% | +368.9% | +1,501.8% | +469.8% |
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