+22.6%
FMED price history and return analytics
+76.8%
-54.2%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | -3.7% | -2.0% | -1.7% | -2.0% |
| 30D | +2.1% | -1.4% | +3.5% | +3.4% |
| 3M | +23.8% | +4.7% | +19.0% | +18.6% |
| 6M | +22.1% | +11.4% | +10.7% | +10.4% |
| YTD | +14.0% | +13.1% | +1.0% | +1.7% |
| 1Y | +25.1% | +19.0% | +6.1% | +6.4% |
| 3Y | +32.4% | +73.9% | -41.6% | -21.0% |
| All | +22.6% | +76.8% | -54.2% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling