+45.1%
FSK price history and return analytics
+255.7%
-210.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.8% |
| 3M | +18.0% | +2.4% | +15.6% | +15.4% |
| 6M | +23.3% | +12.0% | +11.3% | +11.4% |
| YTD | -8.3% | +15.3% | -23.6% | -19.3% |
| 1Y | -17.8% | +22.6% | -40.4% | -31.5% |
| 3Y | -4.3% | +74.7% | -79.0% | -42.2% |
| 5Y | +11.4% | +66.1% | -54.8% | -30.2% |
| 10Y | +19.8% | +225.0% | -205.2% | -56.0% |
| All | +45.1% | +255.7% | -210.6% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling