-82.2%
FOFO price history and return analytics
+17.9%
-100.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.1% | +3.8% |
| 7D | +0.9% | -2.0% | +2.9% | +2.2% |
| 30D | -13.0% | -1.4% | -11.6% | -12.3% |
| 3M | -27.4% | +4.7% | -32.1% | -31.4% |
| 6M | -42.6% | +11.4% | -53.9% | -48.7% |
| YTD | -77.2% | +13.1% | -90.3% | -79.7% |
| All | -82.2% | +17.9% | -100.1% | -85.4% |
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 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