+13.9%
FSK price history and return analytics
+57.4%
-43.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.8% |
| 7D | +3.5% | +0.4% | +3.1% | +3.0% |
| 30D | +9.2% | -2.6% | +11.8% | +11.2% |
| 3M | -1.2% | -3.2% | +2.0% | +1.1% |
| 6M | +18.0% | +0.9% | +17.0% | +16.6% |
| YTD | -9.4% | +11.3% | -20.7% | -17.2% |
| 1Y | -7.8% | +14.0% | -21.8% | -17.4% |
| 3Y | -4.5% | +75.8% | -80.3% | -40.4% |
| 5Y | +13.9% | +57.8% | -43.9% | -25.0% |
| All | +13.9% | +57.4% | -43.5% | -25.0% |
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