-88.8%
FOA price history and return analytics
+140.2%
-228.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -14.8% | +2.4% | -17.2% | -16.2% |
| 30D | -2.7% | -1.5% | -1.2% | -2.0% |
| 3M | -51.4% | -4.1% | -47.2% | -50.0% |
| 6M | -45.8% | +0.6% | -46.4% | -46.1% |
| YTD | -55.2% | +11.0% | -66.2% | -58.1% |
| 1Y | -52.6% | +13.3% | -66.0% | -56.3% |
| 3Y | +39.1% | +73.4% | -34.3% | +1.6% |
| 5Y | -81.3% | +57.4% | -138.7% | -86.2% |
| All | -88.8% | +140.2% | -228.9% | -92.1% |
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