+20.8%
FSK price history and return analytics
+215.5%
-194.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | +6.1% | -2.3% | +8.4% | +8.1% |
| 30D | +8.8% | -5.0% | +13.8% | +13.7% |
| 3M | +2.2% | -4.9% | +7.1% | +6.8% |
| 6M | +10.7% | -1.5% | +12.2% | +11.6% |
| YTD | -10.5% | +8.5% | -19.0% | -17.7% |
| 1Y | -8.8% | +11.4% | -20.2% | -18.3% |
| 3Y | -5.9% | +70.1% | -76.0% | -44.4% |
| 5Y | +12.9% | +53.7% | -40.8% | -26.8% |
| All | +20.8% | +215.5% | -194.7% | -58.5% |
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