+300.8%
FSV price history and return analytics
+215.5%
+85.3%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +5.6% | -2.3% | +7.9% | +7.7% |
| 30D | +20.7% | -5.0% | +25.6% | +25.8% |
| 3M | +7.5% | -4.9% | +12.4% | +12.0% |
| 6M | +16.1% | -1.5% | +17.6% | +17.0% |
| YTD | -0.9% | +8.5% | -9.4% | -8.3% |
| 1Y | +0.4% | +11.4% | -11.0% | -9.3% |
| 3Y | +7.7% | +70.1% | -62.4% | -34.2% |
| 5Y | -19.2% | +53.7% | -73.0% | -45.9% |
| All | +300.8% | +215.5% | +85.3% | +58.3% |
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