+1,047.4%
FSS price history and return analytics
+345.0%
+702.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -0.1% |
| 7D | -2.7% | -4.2% | +1.5% | +2.4% |
| 30D | -5.1% | -5.8% | +0.7% | +2.0% |
| 3M | -13.8% | -5.2% | -8.6% | -8.0% |
| 6M | -7.5% | +0.1% | -7.7% | -7.6% |
| YTD | +3.6% | +8.2% | -4.6% | -5.7% |
| 1Y | -0.4% | +10.1% | -10.5% | -11.2% |
| 3Y | +77.1% | +69.7% | +7.4% | -5.6% |
| 5Y | +150.2% | +53.4% | +96.8% | +48.9% |
| 10Y | +904.0% | +219.2% | +684.8% | +133.0% |
| All | +1,047.4% | +345.0% | +702.5% | +84.4% |
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