+2.1%
FMN price history and return analytics
+229.8%
-227.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -3.2% | -1.1% | -2.1% | -2.9% |
| 30D | -4.8% | -1.0% | -3.8% | -4.6% |
| 3M | -4.9% | +3.2% | -8.1% | -5.7% |
| 6M | -3.1% | +12.5% | -15.6% | -6.0% |
| YTD | -1.9% | +14.1% | -16.0% | -5.2% |
| 1Y | +0.8% | +18.9% | -18.1% | -3.6% |
| 3Y | +20.0% | +74.1% | -54.1% | +3.7% |
| 5Y | -14.9% | +66.9% | -81.8% | -26.0% |
| All | +2.1% | +229.8% | -227.7% | -27.6% |
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