+81.0%
FMAO price history and return analytics
+65.7%
+15.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | +0.6% | -1.1% | +1.7% | +1.5% |
| 30D | +0.9% | -1.0% | +1.9% | +1.7% |
| 3M | +26.0% | +3.2% | +22.9% | +22.5% |
| 6M | +42.9% | +12.5% | +30.4% | +28.5% |
| YTD | +45.9% | +14.1% | +31.8% | +29.5% |
| 1Y | +38.6% | +18.9% | +19.7% | +18.4% |
| 3Y | +116.7% | +74.1% | +42.6% | +37.4% |
| All | +81.0% | +65.7% | +15.3% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling