-85.6%
FOFO price history and return analytics
+16.9%
-102.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.6% |
| 7D | +7.9% | -0.7% | +8.6% | +8.0% |
| 30D | -15.8% | -1.7% | -14.1% | -15.2% |
| 3M | -29.6% | -2.3% | -27.3% | -28.9% |
| 6M | -26.7% | +1.5% | -28.3% | -26.9% |
| YTD | -81.6% | +12.0% | -93.6% | -83.5% |
| 1Y | -85.6% | +12.9% | -98.5% | -86.9% |
| All | -85.6% | +16.9% | -102.5% | -88.2% |
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