+502.2%
FSV price history and return analytics
+218.1%
+284.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +2.8% |
| 7D | +11.7% | -0.3% | +12.0% | +12.0% |
| 30D | +21.0% | -1.4% | +22.5% | +22.4% |
| 3M | +10.1% | -1.4% | +11.4% | +11.3% |
| 6M | +21.8% | +5.5% | +16.4% | +16.0% |
| YTD | +0.5% | +12.8% | -12.3% | -9.7% |
| 1Y | +0.6% | +15.4% | -14.8% | -11.4% |
| 3Y | +7.9% | +76.9% | -69.0% | -35.1% |
| 5Y | -18.6% | +60.4% | -79.0% | -46.6% |
| 10Y | +312.0% | +232.8% | +79.2% | +50.9% |
| All | +502.2% | +218.1% | +284.1% | +133.9% |
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