+397.5%
FUNC price history and return analytics
+222.7%
+174.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | +1.6% | +2.9% | -1.3% | -0.2% |
| 30D | +5.9% | -2.5% | +8.4% | +7.5% |
| 3M | +2.4% | -3.3% | +5.7% | +4.3% |
| 6M | +27.0% | +1.5% | +25.5% | +25.3% |
| YTD | +27.2% | +11.4% | +15.8% | +18.2% |
| 1Y | +31.3% | +11.9% | +19.4% | +21.7% |
| 3Y | +187.8% | +73.9% | +113.9% | +105.2% |
| 5Y | +170.2% | +57.9% | +112.3% | +102.8% |
| All | +397.5% | +222.7% | +174.8% | +138.6% |
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