+336.0%
FSI price history and return analytics
+221.8%
+114.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.6% |
| 7D | +1.3% | +2.4% | -1.1% | -0.3% |
| 30D | +3.7% | -1.5% | +5.2% | +4.8% |
| 3M | +24.6% | -4.1% | +28.7% | +28.5% |
| 6M | -3.1% | +0.6% | -3.7% | -3.8% |
| YTD | -7.4% | +11.0% | -18.4% | -14.7% |
| 1Y | -22.3% | +13.3% | -35.7% | -29.4% |
| 3Y | +244.6% | +73.4% | +171.2% | +135.7% |
| 5Y | +72.4% | +57.4% | +15.0% | +22.7% |
| All | +336.0% | +221.8% | +114.2% | +145.9% |
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