-77.1%
FMST price history and return analytics
+75.0%
-152.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +4.7% |
| 7D | -8.4% | -0.1% | -8.3% | -8.3% |
| 30D | -31.3% | -0.7% | -30.7% | -30.4% |
| 3M | -37.3% | +4.0% | -41.3% | -40.8% |
| 6M | -55.9% | +12.3% | -68.2% | -62.0% |
| YTD | -55.9% | +14.0% | -70.0% | -62.3% |
| 1Y | -68.8% | +20.3% | -89.1% | -74.4% |
| 3Y | -79.0% | +75.4% | -154.4% | -88.8% |
| All | -77.1% | +75.0% | -152.1% | -87.4% |
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