+116.4%
FMAO price history and return analytics
+72.7%
+43.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.2% |
| 7D | +0.6% | -2.0% | +2.6% | +2.5% |
| 30D | +1.0% | -1.4% | +2.4% | +2.3% |
| 3M | +25.1% | +4.7% | +20.3% | +19.2% |
| 6M | +40.8% | +11.4% | +29.5% | +25.6% |
| YTD | +45.6% | +13.1% | +32.6% | +27.6% |
| 1Y | +42.4% | +19.0% | +23.4% | +17.5% |
| All | +116.4% | +72.7% | +43.7% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling