+495.9%
FSV price history and return analytics
+205.2%
+290.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.0% | +2.4% |
| 7D | +6.3% | -4.2% | +10.5% | +10.1% |
| 30D | +19.3% | -5.8% | +25.1% | +25.1% |
| 3M | +6.4% | -5.2% | +11.7% | +11.2% |
| 6M | +22.8% | +0.1% | +22.7% | +22.1% |
| YTD | -0.6% | +8.2% | -8.8% | -7.6% |
| 1Y | 0.0% | +10.1% | -10.1% | -8.5% |
| 3Y | +6.7% | +69.7% | -62.9% | -33.6% |
| 5Y | -19.0% | +53.4% | -72.4% | -44.9% |
| 10Y | +307.6% | +219.2% | +88.4% | +54.4% |
| All | +495.9% | +205.2% | +290.8% | +139.4% |
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