+37.8%
FSM price history and return analytics
+217.6%
-179.8%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.1% |
| 7D | +7.6% | -0.1% | +7.7% | +7.8% |
| 30D | -12.9% | -3.1% | -9.9% | -9.9% |
| 3M | -11.4% | -3.5% | -7.9% | -7.7% |
| 6M | -11.6% | +0.5% | -12.1% | -10.8% |
| YTD | -3.1% | +10.8% | -13.8% | -9.8% |
| 1Y | +12.9% | +11.9% | +1.0% | +4.3% |
| 3Y | +218.1% | +73.0% | +145.1% | +101.0% |
| 5Y | +81.1% | +58.6% | +22.5% | +21.3% |
| 10Y | +37.8% | +219.2% | -181.4% | -56.4% |
| All | +37.8% | +217.6% | -179.8% | -56.4% |
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