-83.8%
FOA price history and return analytics
+144.5%
-228.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.4% |
| 7D | -9.3% | -2.0% | -7.3% | -8.0% |
| 30D | -27.4% | -1.4% | -26.0% | -26.6% |
| 3M | -19.2% | +4.7% | -23.9% | -21.7% |
| 6M | -11.1% | +11.4% | -22.4% | -17.0% |
| YTD | -35.4% | +13.1% | -48.4% | -40.2% |
| 1Y | -39.0% | +19.0% | -58.0% | -45.4% |
| 3Y | +23.2% | +73.9% | -50.7% | -10.2% |
| 5Y | -69.3% | +65.4% | -134.7% | -77.8% |
| All | -83.8% | +144.5% | -228.4% | -88.7% |
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