-71.3%
FOSL price history and return analytics
+223.7%
-295.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | -0.8% |
| 7D | +18.4% | +0.4% | +18.0% | +17.5% |
| 30D | +12.7% | -2.6% | +15.3% | +17.2% |
| 3M | +49.8% | -3.2% | +53.1% | +58.1% |
| 6M | +81.9% | +0.9% | +81.0% | +80.5% |
| YTD | +114.4% | +11.3% | +103.1% | +84.7% |
| 1Y | +324.2% | +14.0% | +310.2% | +253.9% |
| 3Y | +588.9% | +75.8% | +513.0% | +218.0% |
| 5Y | -44.6% | +57.8% | -102.4% | -68.9% |
| 10Y | -71.3% | +219.8% | -291.1% | -91.0% |
| All | -71.3% | +223.7% | -295.0% | -91.0% |
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