+246.9%
FUNC price history and return analytics
+374.2%
-127.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.8% | +0.4% | +2.3% | +2.6% |
| 30D | -0.8% | +1.0% | -1.8% | -1.2% |
| 3M | +12.3% | +2.4% | +9.9% | +11.3% |
| 6M | +24.5% | +12.0% | +12.4% | +19.5% |
| YTD | +20.8% | +15.3% | +5.5% | +14.8% |
| 1Y | +22.7% | +22.6% | +0.1% | +14.2% |
| 3Y | +194.3% | +74.7% | +119.6% | +145.2% |
| 5Y | +182.8% | +66.1% | +116.7% | +137.8% |
| 10Y | +462.0% | +225.0% | +237.0% | +299.7% |
| All | +246.9% | +374.2% | -127.3% | +105.8% |
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