+67.1%
FOX price history and return analytics
+149.4%
-82.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -2.1% | +2.9% | -5.0% | -4.4% |
| 30D | +5.0% | -2.5% | +7.5% | +7.1% |
| 3M | +5.4% | -3.3% | +8.7% | +8.1% |
| 6M | -0.8% | +1.5% | -2.3% | -2.9% |
| YTD | -8.6% | +11.4% | -20.0% | -17.8% |
| 1Y | -1.6% | +11.9% | -13.5% | -11.9% |
| 3Y | +117.1% | +73.9% | +43.2% | +30.3% |
| 5Y | +64.7% | +57.9% | +6.8% | +7.6% |
| All | +67.1% | +149.4% | -82.3% | -31.7% |
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