+25.8%
FMB price history and return analytics
+224.4%
-198.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +4.3% | -1.7% | +6.0% | +4.4% |
| 3M | -0.4% | -2.3% | +1.9% | -0.2% |
| 6M | -0.5% | +1.5% | -2.1% | -0.7% |
| YTD | +0.8% | +12.0% | -11.3% | -0.2% |
| 1Y | +0.9% | +12.9% | -12.0% | -0.1% |
| 3Y | +12.3% | +74.9% | -62.7% | +7.0% |
| 5Y | +2.6% | +59.9% | -57.3% | -1.6% |
| 10Y | +25.8% | +224.6% | -198.9% | +9.4% |
| All | +25.8% | +224.4% | -198.6% | +9.4% |
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