+126.1%
FSMD price history and return analytics
+151.3%
-25.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.3% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +1.6% | -1.7% | +3.4% | +3.4% |
| 3M | -2.5% | -2.3% | -0.2% | -0.3% |
| 6M | +2.3% | +1.5% | +0.8% | +0.6% |
| YTD | +16.1% | +12.0% | +4.0% | +3.1% |
| 1Y | +17.6% | +12.9% | +4.7% | +3.7% |
| 3Y | +66.1% | +74.9% | -8.9% | -5.8% |
| 5Y | +49.1% | +59.9% | -10.8% | -7.4% |
| All | +126.1% | +151.3% | -25.2% | -12.0% |
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 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