+135.7%
FVCB price history and return analytics
+224.4%
-88.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.4% |
| 7D | -3.3% | -0.7% | -2.6% | -2.8% |
| 30D | -6.9% | -1.7% | -5.1% | -5.5% |
| 3M | -12.2% | -2.3% | -9.9% | -10.5% |
| 6M | +5.2% | +1.5% | +3.7% | +2.9% |
| YTD | +18.9% | +12.0% | +6.9% | +5.4% |
| 1Y | +33.6% | +12.9% | +20.7% | +17.5% |
| 3Y | +51.8% | +74.9% | -23.2% | -12.0% |
| 5Y | +2.4% | +59.9% | -57.5% | -36.0% |
| 10Y | +135.7% | +224.6% | -88.9% | -24.2% |
| All | +135.7% | +224.4% | -88.7% | -24.2% |
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