+0.4%
FSEA price history and return analytics
+108.6%
-108.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.5% |
| 7D | +0.3% | -1.3% | +1.6% | +0.8% |
| 30D | +0.9% | +0.1% | +0.8% | +0.9% |
| 3M | +1.1% | +7.9% | -6.8% | -1.5% |
| 6M | +5.5% | +18.6% | -13.1% | -0.6% |
| YTD | +16.6% | +20.3% | -3.7% | +9.2% |
| 1Y | +28.8% | +19.8% | +9.1% | +20.7% |
| 3Y | -5.9% | +77.7% | -83.6% | -23.3% |
| 5Y | +20.2% | +82.2% | -62.0% | -5.3% |
| All | +0.4% | +108.6% | -108.2% | -29.1% |
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