+291.0%
FOF price history and return analytics
+346.0%
-55.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.3% | -2.3% | +1.0% | +0.4% |
| 30D | -0.8% | -5.0% | +4.2% | +2.9% |
| 3M | -7.8% | -4.9% | -3.0% | -4.5% |
| 6M | -10.1% | -1.5% | -8.6% | -9.4% |
| YTD | -1.0% | +8.5% | -9.5% | -7.1% |
| 1Y | +2.7% | +11.4% | -8.7% | -5.5% |
| 3Y | +43.8% | +70.1% | -26.3% | -3.4% |
| 5Y | +31.6% | +53.7% | -22.2% | -5.6% |
| 10Y | +155.2% | +220.0% | -64.8% | +7.5% |
| All | +291.0% | +346.0% | -55.0% | +25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling