+41.4%
FOCL price history and return analytics
+229.8%
-188.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.1% |
| 7D | -1.2% | -1.1% | -0.1% | -0.4% |
| 30D | -13.7% | -1.0% | -12.7% | -13.1% |
| 3M | -12.8% | +3.2% | -15.9% | -15.0% |
| 6M | -1.0% | +12.5% | -13.4% | -9.7% |
| YTD | +24.6% | +14.1% | +10.6% | +13.3% |
| 1Y | +57.1% | +18.9% | +38.2% | +38.6% |
| 3Y | -35.9% | +74.1% | -110.0% | -57.0% |
| 5Y | -31.7% | +66.9% | -98.5% | -53.2% |
| All | +41.4% | +229.8% | -188.4% | -32.5% |
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