+209.6%
FMAO price history and return analytics
+229.8%
-20.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.8% |
| 7D | +0.6% | -1.1% | +1.7% | +1.7% |
| 30D | +0.9% | -1.0% | +1.9% | +1.9% |
| 3M | +26.0% | +3.2% | +22.9% | +21.4% |
| 6M | +42.9% | +12.5% | +30.4% | +24.7% |
| YTD | +45.9% | +14.1% | +31.8% | +25.3% |
| 1Y | +38.6% | +18.9% | +19.7% | +13.6% |
| 3Y | +116.7% | +74.1% | +42.6% | +18.3% |
| 5Y | +82.2% | +66.9% | +15.4% | +2.6% |
| All | +209.6% | +229.8% | -20.2% | -13.1% |
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