+278.4%
FOSL price history and return analytics
+11.9%
+266.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.6% | -11.7% | -11.2% |
| 7D | +12.5% | +2.9% | +9.6% | +7.7% |
| 30D | +22.2% | -2.5% | +24.7% | +28.3% |
| 3M | +65.8% | -3.3% | +69.2% | +77.6% |
| 6M | +121.3% | +1.5% | +119.7% | +117.7% |
| YTD | +132.4% | +11.4% | +121.1% | +99.3% |
| 1Y | +278.4% | +11.9% | +266.4% | +224.1% |
| All | +278.4% | +11.9% | +266.5% | +224.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling