+457.7%
FSV price history and return analytics
+225.2%
+232.5%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | +1.8% | +0.4% | +1.4% | +1.4% |
| 30D | -0.4% | +1.0% | -1.4% | -1.2% |
| 3M | +3.4% | +2.4% | +1.1% | +1.1% |
| 6M | -4.0% | +12.0% | -16.0% | -13.1% |
| YTD | -6.9% | +15.3% | -22.3% | -17.9% |
| 1Y | -28.2% | +22.6% | -50.7% | -40.0% |
| 3Y | -3.8% | +74.7% | -78.5% | -41.4% |
| 5Y | -21.3% | +66.1% | -87.4% | -49.8% |
| 10Y | +213.5% | +225.0% | -11.5% | +16.5% |
| All | +457.7% | +225.2% | +232.5% | +112.8% |
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