-40.5%
FOCL price history and return analytics
+57.4%
-97.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +4.6% |
| 7D | -18.9% | +0.4% | -19.3% | -19.0% |
| 30D | -16.0% | -2.6% | -13.4% | -14.8% |
| 3M | -43.4% | -3.2% | -40.2% | -42.5% |
| 6M | -14.8% | +0.9% | -15.7% | -15.4% |
| YTD | +7.0% | +11.3% | -4.3% | +1.2% |
| 1Y | +74.3% | +14.0% | +60.3% | +62.9% |
| 3Y | -33.1% | +75.8% | -108.9% | -47.3% |
| 5Y | -40.5% | +57.8% | -98.4% | -53.4% |
| All | -40.5% | +57.4% | -97.9% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling