+92.4%
FOXA price history and return analytics
+156.6%
-64.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.5% |
| 7D | +0.8% | -1.1% | +1.9% | +1.7% |
| 30D | +5.0% | -1.0% | +6.0% | +5.9% |
| 3M | -3.0% | +3.2% | -6.2% | -5.9% |
| 6M | +14.8% | +12.5% | +2.3% | +3.2% |
| YTD | -8.9% | +14.1% | -23.0% | -19.2% |
| 1Y | +13.3% | +18.9% | -5.6% | -3.2% |
| 3Y | +115.4% | +74.1% | +41.3% | +31.3% |
| 5Y | +95.3% | +66.9% | +28.4% | +23.0% |
| All | +92.4% | +156.6% | -64.2% | -23.4% |
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