+272.3%
FUNC price history and return analytics
+363.9%
-91.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.6% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +9.8% | -1.4% | +11.2% | +10.3% |
| 3M | +6.5% | -1.4% | +7.9% | +6.9% |
| 6M | +29.4% | +5.5% | +23.9% | +26.8% |
| YTD | +29.6% | +12.8% | +16.8% | +24.1% |
| 1Y | +38.9% | +15.4% | +23.4% | +31.9% |
| 3Y | +203.9% | +76.9% | +127.0% | +152.4% |
| 5Y | +178.8% | +60.4% | +118.3% | +137.0% |
| 10Y | +433.4% | +232.8% | +200.6% | +279.1% |
| All | +272.3% | +363.9% | -91.6% | +122.4% |
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