+348.6%
FSI price history and return analytics
+222.7%
+125.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | +4.4% | +2.9% | +1.5% | +2.3% |
| 30D | +5.4% | -2.5% | +7.9% | +7.4% |
| 3M | +29.5% | -3.3% | +32.8% | +32.8% |
| 6M | +0.2% | +1.5% | -1.4% | -1.2% |
| YTD | -4.7% | +11.4% | -16.0% | -12.4% |
| 1Y | -20.2% | +11.9% | -32.1% | -26.8% |
| 3Y | +248.9% | +73.9% | +175.0% | +138.1% |
| 5Y | +77.4% | +57.9% | +19.5% | +26.0% |
| All | +348.6% | +222.7% | +125.9% | +152.5% |
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