+554.8%
FSM price history and return analytics
+374.2%
+180.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.7% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +28.2% | +1.0% | +27.3% | +27.3% |
| 3M | +30.3% | +2.4% | +27.9% | +28.3% |
| 6M | -0.6% | +12.0% | -12.6% | -9.3% |
| YTD | +25.5% | +15.3% | +10.1% | +12.0% |
| 1Y | +61.5% | +22.6% | +39.0% | +36.8% |
| 3Y | +311.7% | +74.7% | +237.0% | +154.5% |
| 5Y | +169.4% | +66.1% | +103.2% | +76.1% |
| 10Y | +47.4% | +225.0% | -177.6% | -47.8% |
| All | +554.8% | +374.2% | +180.6% | +32.4% |
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 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