+20.2%
FOXY price history and return analytics
+31.6%
-11.4%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -2.0% | +2.4% | -4.4% | -2.6% |
| 30D | -5.0% | -1.5% | -3.5% | -4.7% |
| 3M | -4.1% | -4.1% | 0.0% | -3.1% |
| 6M | -6.2% | +0.6% | -6.7% | -6.5% |
| YTD | +4.0% | +11.0% | -7.1% | -0.1% |
| 1Y | +1.8% | +13.3% | -11.5% | -3.1% |
| All | +20.2% | +31.6% | -11.4% | +4.4% |
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