+17.1%
FSK price history and return analytics
+224.4%
-207.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.8% |
| 7D | +3.7% | -0.7% | +4.4% | +4.1% |
| 30D | +9.1% | -1.7% | +10.8% | +10.5% |
| 3M | +0.7% | -2.3% | +3.0% | +2.5% |
| 6M | +19.3% | +1.5% | +17.7% | +16.8% |
| YTD | -9.1% | +12.0% | -21.1% | -18.9% |
| 1Y | -9.1% | +12.9% | -21.9% | -19.5% |
| 3Y | -4.8% | +74.9% | -79.8% | -45.2% |
| 5Y | +14.1% | +59.9% | -45.8% | -28.7% |
| 10Y | +17.1% | +224.6% | -207.5% | -62.6% |
| All | +17.1% | +224.4% | -207.3% | -62.6% |
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