+395.4%
FUNC price history and return analytics
+223.7%
+171.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.6% |
| 7D | -0.6% | +0.4% | -0.9% | -0.8% |
| 30D | +8.1% | -2.6% | +10.7% | +9.8% |
| 3M | +4.3% | -3.2% | +7.5% | +6.2% |
| 6M | +22.5% | +0.9% | +21.6% | +21.3% |
| YTD | +27.0% | +11.3% | +15.7% | +18.1% |
| 1Y | +34.1% | +14.0% | +20.1% | +22.8% |
| 3Y | +189.4% | +75.8% | +113.5% | +104.9% |
| 5Y | +171.9% | +57.8% | +114.0% | +104.1% |
| 10Y | +395.4% | +219.8% | +175.6% | +132.2% |
| All | +395.4% | +223.7% | +171.7% | +132.2% |
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