-58.6%
FMST price history and return analytics
+1.6%
-60.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.0% |
| 7D | -0.6% | +2.9% | -3.5% | -5.7% |
| 30D | +22.4% | -2.5% | +24.9% | +29.6% |
| 3M | -49.4% | -3.3% | -46.1% | -45.5% |
| 6M | -58.6% | +1.5% | -60.1% | -60.3% |
| All | -58.6% | +1.6% | -60.2% | -60.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling