+130.5%
FVCB price history and return analytics
+215.5%
-85.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | -3.7% | -2.3% | -1.4% | -1.6% |
| 30D | -6.6% | -5.0% | -1.6% | -2.2% |
| 3M | -12.9% | -4.9% | -8.0% | -8.9% |
| 6M | +3.3% | -1.5% | +4.8% | +4.0% |
| YTD | +18.8% | +8.5% | +10.3% | +8.6% |
| 1Y | +34.9% | +11.4% | +23.5% | +20.1% |
| 3Y | +47.6% | +70.1% | -22.5% | -12.0% |
| 5Y | +1.9% | +53.7% | -51.8% | -33.8% |
| All | +130.5% | +215.5% | -85.0% | -21.5% |
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 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