+23.2%
FMED price history and return analytics
+78.4%
-55.2%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.3% |
| 7D | -2.5% | -1.1% | -1.4% | -1.5% |
| 30D | +2.1% | -1.0% | +3.1% | +3.0% |
| 3M | +21.6% | +3.2% | +18.5% | +18.2% |
| 6M | +23.6% | +12.5% | +11.1% | +10.8% |
| YTD | +14.6% | +14.1% | +0.5% | +1.4% |
| 1Y | +24.6% | +18.9% | +5.7% | +6.1% |
| 3Y | +31.8% | +74.1% | -42.2% | -21.5% |
| All | +23.2% | +78.4% | -55.2% | -27.3% |
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 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