-83.5%
FMST price history and return analytics
+70.4%
-153.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | -16.8% | +2.4% | -19.2% | -19.6% |
| 30D | +36.9% | -1.5% | +38.4% | +41.0% |
| 3M | -48.2% | -4.1% | -44.1% | -44.3% |
| 6M | -61.9% | +0.6% | -62.5% | -61.7% |
| YTD | -68.2% | +11.0% | -79.3% | -71.5% |
| 1Y | -72.3% | +13.3% | -85.6% | -75.6% |
| 3Y | -74.7% | +73.4% | -148.1% | -84.8% |
| All | -83.5% | +70.4% | -153.9% | -90.5% |
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