+366.0%
FSI price history and return analytics
+223.7%
+142.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +7.0% |
| 7D | +8.6% | +0.4% | +8.2% | +8.4% |
| 30D | +10.7% | -2.6% | +13.3% | +12.9% |
| 3M | +33.2% | -3.2% | +36.4% | +36.5% |
| 6M | +8.2% | +0.9% | +7.3% | +7.2% |
| YTD | -0.4% | +11.3% | -11.7% | -8.4% |
| 1Y | -19.3% | +14.0% | -33.3% | -27.0% |
| 3Y | +266.6% | +75.8% | +190.8% | +148.6% |
| 5Y | +88.4% | +57.8% | +30.6% | +33.9% |
| 10Y | +366.0% | +219.8% | +146.2% | +158.3% |
| All | +366.0% | +223.7% | +142.3% | +158.3% |
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