-75.0%
FOSL price history and return analytics
+221.8%
-296.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -3.1% |
| 7D | +7.9% | +2.4% | +5.6% | +4.7% |
| 30D | +22.2% | -1.5% | +23.7% | +25.4% |
| 3M | +51.1% | -4.1% | +55.2% | +62.4% |
| 6M | +105.6% | +0.6% | +105.1% | +105.9% |
| YTD | +124.2% | +11.0% | +113.2% | +94.8% |
| 1Y | +301.4% | +13.3% | +288.1% | +238.4% |
| 3Y | +633.0% | +73.4% | +559.6% | +245.9% |
| 5Y | -50.4% | +57.4% | -107.8% | -71.9% |
| All | -75.0% | +221.8% | -296.8% | -93.0% |
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