+37.2%
FMF price history and return analytics
+226.9%
-189.7%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | +1.9% | -2.0% | +3.9% | +2.0% |
| 30D | +2.3% | -1.4% | +3.7% | +2.3% |
| 3M | +2.5% | +4.7% | -2.2% | +2.3% |
| 6M | +3.2% | +11.4% | -8.2% | +2.8% |
| YTD | +11.0% | +13.1% | -2.1% | +10.5% |
| 1Y | +13.7% | +19.0% | -5.3% | +13.0% |
| 3Y | +18.9% | +73.9% | -55.1% | +17.3% |
| 5Y | +30.4% | +65.4% | -35.0% | +29.9% |
| All | +37.2% | +226.9% | -189.7% | +32.8% |
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