+319.5%
FVCB price history and return analytics
+224.6%
+94.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | +2.5% | +0.4% | +2.0% | +2.1% |
| 30D | -1.4% | +1.0% | -2.4% | -2.3% |
| 3M | +17.2% | +2.4% | +14.9% | +14.5% |
| 6M | +22.5% | +12.0% | +10.5% | +10.7% |
| YTD | +36.3% | +15.3% | +20.9% | +20.0% |
| 1Y | +40.7% | +22.6% | +18.2% | +17.4% |
| 3Y | +54.9% | +74.7% | -19.8% | -3.0% |
| 5Y | +21.5% | +66.1% | -44.6% | -21.8% |
| 10Y | +160.7% | +225.0% | -64.3% | +4.6% |
| All | +319.5% | +224.6% | +94.9% | +70.3% |
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