+1.7%
FVCB price history and return analytics
+57.4%
-55.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -1.4% |
| 7D | -3.1% | +0.4% | -3.5% | -3.4% |
| 30D | -5.8% | -2.6% | -3.2% | -4.3% |
| 3M | -11.7% | -3.2% | -8.4% | -9.9% |
| 6M | +4.2% | +0.9% | +3.2% | +3.1% |
| YTD | +19.1% | +11.3% | +7.8% | +10.2% |
| 1Y | +34.6% | +14.0% | +20.6% | +22.5% |
| 3Y | +54.2% | +75.8% | -21.7% | +11.3% |
| 5Y | +1.7% | +57.8% | -56.2% | -24.6% |
| All | +1.7% | +57.4% | -55.7% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling