+68.0%
FSI price history and return analytics
+53.4%
+14.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -0.2% | -2.3% | +2.2% | +1.8% |
| 30D | -2.1% | -5.0% | +2.9% | +2.3% |
| 3M | +22.0% | -4.9% | +26.9% | +27.3% |
| 6M | -0.8% | -1.5% | +0.7% | 0.0% |
| YTD | -8.6% | +8.5% | -17.0% | -15.8% |
| 1Y | -26.3% | +11.4% | -37.7% | -33.7% |
| 3Y | +227.8% | +70.1% | +157.7% | +111.1% |
| All | +68.0% | +53.4% | +14.6% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling