+127.0%
FSMD price history and return analytics
+153.0%
-26.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.0% |
| 7D | +1.1% | -0.3% | +1.4% | +1.4% |
| 30D | +1.3% | -1.4% | +2.7% | +2.7% |
| 3M | -2.8% | -1.4% | -1.4% | -1.5% |
| 6M | +5.0% | +5.5% | -0.5% | -0.7% |
| YTD | +16.5% | +12.8% | +3.7% | +2.8% |
| 1Y | +20.2% | +15.4% | +4.7% | +3.6% |
| 3Y | +64.4% | +76.9% | -12.5% | -7.7% |
| 5Y | +51.2% | +60.4% | -9.2% | -6.3% |
| All | +127.0% | +153.0% | -26.0% | -12.2% |
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