-60.7%
FMC price history and return analytics
+221.4%
-282.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | +7.8% | +1.0% | +6.8% | +6.6% |
| 30D | +21.0% | -0.2% | +21.2% | +21.2% |
| 3M | +16.2% | +4.5% | +11.7% | +10.4% |
| 6M | -7.7% | +14.1% | -21.7% | -20.9% |
| YTD | -6.6% | +14.8% | -21.3% | -19.9% |
| 1Y | -65.0% | +21.2% | -86.2% | -71.5% |
| 3Y | -80.8% | +76.6% | -157.4% | -89.8% |
| 5Y | -84.5% | +66.6% | -151.1% | -91.2% |
| 10Y | -60.7% | +222.3% | -283.0% | -90.0% |
| All | -60.7% | +221.4% | -282.1% | -90.0% |
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