+306.8%
FSV price history and return analytics
+223.7%
+83.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.3% |
| 7D | +3.5% | +0.4% | +3.1% | +3.1% |
| 30D | +21.1% | -2.6% | +23.7% | +23.6% |
| 3M | +9.4% | -3.2% | +12.6% | +12.3% |
| 6M | +17.2% | +0.9% | +16.3% | +15.7% |
| YTD | +1.7% | +11.3% | -9.6% | -8.0% |
| 1Y | +4.6% | +14.0% | -9.4% | -7.3% |
| 3Y | +11.5% | +75.8% | -64.4% | -33.8% |
| 5Y | -17.4% | +57.8% | -75.2% | -45.9% |
| 10Y | +306.8% | +219.8% | +87.0% | +57.6% |
| All | +306.8% | +223.7% | +83.2% | +57.6% |
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