-74.8%
FOSL price history and return analytics
+217.6%
-292.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.6% |
| 7D | +17.6% | -0.1% | +17.8% | +17.7% |
| 30D | +10.1% | -3.1% | +13.1% | +15.2% |
| 3M | +46.8% | -3.5% | +50.3% | +55.6% |
| 6M | +77.7% | +0.5% | +77.2% | +77.6% |
| YTD | +109.3% | +10.8% | +98.5% | +81.7% |
| 1Y | +293.5% | +11.9% | +281.6% | +237.4% |
| 3Y | +491.7% | +73.0% | +418.8% | +179.1% |
| 5Y | -43.1% | +58.6% | -101.7% | -68.2% |
| 10Y | -74.8% | +219.2% | -294.0% | -92.5% |
| All | -74.8% | +217.6% | -292.4% | -92.5% |
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