-34.2%
FUN price history and return analytics
+13.0%
-47.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.6% | +5.0% | +4.7% |
| 7D | +39.2% | +0.4% | +38.8% | +36.7% |
| 30D | -5.7% | -2.6% | -3.1% | -3.1% |
| 3M | -34.3% | -3.2% | -31.0% | -31.7% |
| 6M | -51.1% | +0.9% | -52.1% | -52.4% |
| YTD | -29.9% | +11.3% | -41.2% | -42.5% |
| All | -34.2% | +13.0% | -47.2% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling