+44.7%
FOF price history and return analytics
+74.0%
-29.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -1.3% | +2.4% | -3.6% | -2.8% |
| 30D | -2.1% | -1.5% | -0.6% | -1.2% |
| 3M | -11.0% | -4.1% | -6.9% | -8.6% |
| 6M | -10.5% | +0.6% | -11.0% | -11.1% |
| YTD | -2.3% | +11.0% | -13.3% | -9.5% |
| 1Y | -1.0% | +13.3% | -14.3% | -9.7% |
| 3Y | +44.7% | +73.4% | -28.7% | -3.4% |
| All | +44.7% | +74.0% | -29.3% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling