+39.9%
FMB price history and return analytics
+227.2%
-187.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.4% | +0.6% |
| 7D | +1.1% | -4.2% | +5.3% | +1.4% |
| 30D | +4.1% | -5.8% | +9.9% | +4.5% |
| 3M | -0.4% | -5.2% | +4.8% | -0.1% |
| 6M | -0.6% | +0.1% | -0.8% | -0.7% |
| YTD | +0.5% | +8.2% | -7.7% | 0.0% |
| 1Y | +1.1% | +10.1% | -9.0% | +0.5% |
| 3Y | +12.8% | +69.7% | -56.8% | +9.1% |
| 5Y | +2.4% | +53.4% | -51.0% | -0.5% |
| 10Y | +23.4% | +219.2% | -195.8% | +15.6% |
| All | +39.9% | +227.2% | -187.3% | +31.2% |
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 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