+65.3%
FOX price history and return analytics
+153.2%
-88.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.4% |
| 7D | -4.0% | -2.0% | -2.0% | -2.4% |
| 30D | +5.4% | -1.4% | +6.9% | +6.7% |
| 3M | -4.4% | +4.7% | -9.1% | -8.5% |
| 6M | +9.9% | +11.4% | -1.4% | -0.6% |
| YTD | -9.7% | +13.1% | -22.7% | -19.5% |
| 1Y | +13.2% | +19.0% | -5.8% | -3.8% |
| 3Y | +108.6% | +73.9% | +34.6% | +25.5% |
| 5Y | +86.6% | +65.4% | +21.2% | +17.1% |
| All | +65.3% | +153.2% | -88.0% | -33.2% |
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