+4.7%
FMUN price history and return analytics
+50.0%
-45.3%
-4.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -1.2% | -2.0% | +0.8% | -1.1% |
| 30D | -3.0% | -1.4% | -1.6% | -2.9% |
| 3M | -3.1% | +4.7% | -7.8% | -3.4% |
| 6M | -3.2% | +11.4% | -14.5% | -4.0% |
| YTD | -2.0% | +13.1% | -15.1% | -2.9% |
| 1Y | +0.1% | +19.0% | -18.9% | -1.1% |
| All | +4.7% | +50.0% | -45.3% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling