+115.3%
FSCS price history and return analytics
+171.9%
-56.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | +0.4% | -2.3% | +2.8% | +2.7% |
| 30D | +4.6% | -5.0% | +9.6% | +9.7% |
| 3M | -2.0% | -4.9% | +2.9% | +2.6% |
| 6M | +3.6% | -1.5% | +5.1% | +4.3% |
| YTD | +5.2% | +8.5% | -3.2% | -4.1% |
| 1Y | +8.0% | +11.4% | -3.4% | -4.2% |
| 3Y | +41.8% | +70.1% | -28.3% | -18.3% |
| 5Y | +29.8% | +53.7% | -23.9% | -17.1% |
| All | +115.3% | +171.9% | -56.6% | -15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling