+439.9%
FMAO price history and return analytics
+371.8%
+68.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +2.8% | +1.0% | +1.8% | +2.4% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +24.8% | +4.5% | +20.3% | +22.2% |
| 6M | +39.9% | +14.1% | +25.8% | +31.7% |
| YTD | +43.3% | +14.8% | +28.6% | +34.6% |
| 1Y | +38.1% | +21.2% | +17.0% | +26.6% |
| 3Y | +108.3% | +76.6% | +31.7% | +64.5% |
| 5Y | +77.9% | +66.6% | +11.4% | +43.1% |
| 10Y | +211.8% | +222.3% | -10.5% | +113.2% |
| All | +439.9% | +371.8% | +68.1% | +261.3% |
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