-3.6%
FSK price history and return analytics
+75.0%
-78.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.5% | +0.4% | +1.0% | +1.1% |
| 30D | +12.7% | +1.0% | +11.7% | +11.9% |
| 3M | +18.0% | +2.4% | +15.6% | +15.9% |
| 6M | +23.3% | +12.0% | +11.3% | +13.1% |
| YTD | -8.3% | +15.3% | -23.6% | -17.7% |
| 1Y | -17.8% | +22.6% | -40.4% | -29.7% |
| All | -3.6% | +75.0% | -78.6% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling