+321.3%
FNCL price history and return analytics
+245.7%
+75.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | +1.4% |
| 7D | +0.8% | -4.2% | +5.0% | +5.4% |
| 30D | +5.9% | -5.8% | +11.7% | +12.6% |
| 3M | -1.5% | -5.2% | +3.8% | +4.1% |
| 6M | +10.9% | +0.1% | +10.8% | +9.9% |
| YTD | +5.8% | +8.2% | -2.4% | -3.9% |
| 1Y | +10.9% | +10.1% | +0.7% | -1.2% |
| 3Y | +80.0% | +69.7% | +10.4% | -0.2% |
| 5Y | +54.2% | +53.4% | +0.8% | -4.4% |
| 10Y | +244.5% | +219.2% | +25.2% | -0.3% |
| All | +321.3% | +245.7% | +75.6% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling